Elizabeth Kolshak in

Elizabeth Kolshak

Observer · DISC type ci
Executive Director, Banker at J.P. Morgan Private Bank
📍 Chicago, Illinois, United States

Elizabeth Kolshak is an Executive Director at J. P. Morgan Private Bank in Chicago, where she advises prominent Midwest clients, including business owners and multigenerational families. She has an MBA from Harvard Business School and previously worked for former U. S. Treasury Secretary Hank Paulson and at Brown Brothers Harriman.

Elizabeth is deeply involved in the Chicago community, demonstrating a commitment to local philanthropy. She has served on The Woman’s Board of Rush University Medical Center and supported organizations like the Boys & Girls Clubs of Chicago and The Chicago Community Trust.

In 2023, Elizabeth was recognized as one of Crains Chicago Businesss "40 Under 40" notable professionals.

Read the full overview →
Experience
15 Years
Current Role
Executive Director, Banker
Job Level
Senior
Location
Chicago, Illinois, United States
Personality Overview

How Elizabeth shows up

Assertive
Curious
Value Driven

They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are generally strong communicators and are not easy to convince. They ask a lot of questions and rely heavily on information and collaterals.

Priorities

Topics Elizabeth cares about

Private Wealth Management
Advises high-net-worth individuals and families on complex financial matters, including investments, wealth planning, and philanthropy, drawing on extensive experience in the private banking sector.
Investment Strategy
Shares forward-looking market analysis from J. P. Morgan, focusing on macro trends like artificial intelligence, global fragmentation, and inflation to inform client investment decisions.
+4 more topics Login to view topics
Career

Work history

11-2024
Executive Director, Banker
J.P. Morgan Private Bank
5-2016 - 11-2024
Managing Director, Relationship Manager
Brown Brothers Harriman
8-2013 - 4-2016
Banker
J.P. Morgan
1-2010 - 8-2011
Chief of Staff
Office of Wendy and Hank Paulson
7-2008 - 1-2010
Assistant
Office of Wendy Paulson
In the press

Media appearances

Liz Kolshak at J.P. Morgan Private Bank. Featured in Crain's Chicago Business
See now
Education
2011 - 2013
Master of Business Administration (MBA)
Harvard Business School
2002 - 2006
Bachelor of Arts (B.A.)
The University of Georgia
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.

Other J.P. Morgan Private Bank Employees

Explore more public profiles from related professionals.

Emily Pititto
Emily Pititto
Vice President, Strategic Growth Marketing
J.P. Morgan Private Bank
 Abby Mehregan
Abby Mehregan
Vice President, Diverse Wealth Strategies
J.P. Morgan Private Bank
 John Fioravanti
John Fioravanti
Executive Director, Custody Product & Sales
J.P. Morgan Private Bank
ES
Edward S.
Private Banker
J.P. Morgan Private Bank

More profiles

Discover additional public profiles from our index.

Roe Montez
Roe Montez
Visionary Creative Director
 Elizabeth Martinson, CFP®
Elizabeth Martinson, CFP®
Private Banker
J.P. Morgan Private Bank
 Monique Valbuena
Monique Valbuena
Head of U.S. Trusts
J.P. Morgan
 Jorge Luis Villarreal Ramos
Jorge Luis Villarreal Ramos
Miembro del Comité Técnico
FOCOOP
Unlock the full playbookSee exactly how to sell to Elizabeth. Free, 10 seconds.