Britt Urband in

Britt Urband

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Managing Director at J.P. Morgan Private Bank
📍 Denver, Colorado, United States

Britt Urband is the Managing Director and Rockies Market Manager for J. P. Morgan Private Bank, where she leads a large team and previously oversaw more than $5 billion in client assets. A magna cum laude graduate of the University of Denver, she holds Series 7, 63, 9, and 10 licenses.

Outside of her professional role, Britt is deeply committed to philanthropy, driven by a personal family experience. She serves on the board of Childrens Hospital Colorado and supports other causes like the Crohns and Colitis Foundation. She and her husband Jason are raising their two children in Denver.

Interesting fact: Britts passion for supporting Childrens Hospital Colorado was galvanized after the hospital saved her sons life from a serious illness.

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Experience
20 Years
Current Role
Managing Director
Job Level
Mid-senior
Location
Denver, Colorado, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Britt cares about

Strategic Philanthropy
Serves on the board for Children's Hospital Colorado and advocates for tax-efficient charitable giving strategies, such as donating non-cash assets and using Donor-Advised Funds.
Tax-Efficient Investing
Her public posts focus on minimizing tax drag and utilizing strategies like asset location and tax-loss harvesting to create more spendable wealth for clients.
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Career

Work history

5-2018
Managing Director
J.P. Morgan Private Bank
6-2005
Executive Director
J.P. Morgan Private Bank
In the press

Media appearances

Britt Urband | J.P. Morgan Private Bank U.S.. Featured in J.P. Morgan Private Bank
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J.P. Morgan Private Bank names new leadership for Rockies region. Featured in BizJournals (Denver)
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Education
2002 - 2005
BSBA
University of Denver - Daniels College of Business
Education details unavailable
Union College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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