Austin Zaunbrecher, CFA in

Austin Zaunbrecher, CFA

Critic · DISC type C
Head of Investments & Advice - Louisiana; Executive Director at J.P. Morgan
📍 New Orleans, Louisiana, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
17 Years
Current Role
Head of Investments & Advice - Louisiana; Executive Director
Job Level
Senior
Location
New Orleans, Louisiana, United States
Personality Overview

How Austin shows up

Information Seeker
ROI Driven
Precise

They prefer to analyze logically and value objective facts over emotions. They like to take decisions independently and do not seek others' support often. Unless the value is proven by data, they are unlikely to value fancy features.

Priorities

Topics Austin cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

2-2024
Head of Investments & Advice - Louisiana; Executive Director
J.P. Morgan
12-2021 - 2-2024
Vice President, Investment Specialist
J.P. Morgan
2-2013 - 11-2021
Portfolio Manager
Hancock Whitney
7-2011 - 2-2013
Investment Management Consultant
Equitas Capital Advisors, LLC
7-2008 - 6-2011
Investment Associate
Merrill Lynch
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2006 - 2008
MBA
Tulane University - A.B. Freeman School of Business
2003 - 2007
Bachelor of Arts (B.A.)
Tulane University
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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