About Habib

Habib Ngom is a Vice President with J.P. Morgan Wealth Management.

He is responsible for planning and directing all day-today operations for The PDI Group, as well as managing client relationships and processing stock transactions. Committed to service excellence, Habib's goal in navigating all aspects of onboarding new clients is to make sure that the procedure is efficient and timely.

Habib has 24 years of experience in the financial services industry and joined a J.P. Morgan predecessor firm in 2003. Previously, he worked at CIBC Oppenheimer (2001–2003), where he first worked with Managing Director and Wealth Advisor Betsy Bliss. Before that, he worked at Robertson Stephens (2000–2001) as a syndicate coordinator. He began his career as a retirement specialist with Charles Schwab & Co. in San Francisco (1998–2000), where he planned and designed retirement products for families and small institutions.

Habib received a B.S. in Economics from San Francisco State University. Originally from Senegal, a Frenchspeaking country, he is fluent in both French and English, and has conversational ability in Spanish and a working knowledge of Arabic. He moved to the United States to study, and lived in New York City for a few years before relocating to the Bay Area. He lives in Oakland, CA, with his wife and two children.

Insights

Markets

How to better position portfolios before the hard data changes

May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
Outlook

May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach

May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Wealth Planning

You’ve decided to share your wealth with family. Now what?

May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
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