Elizabeth Kolshak

Observer
DISC Type : ci

Executive Director, Banker at J.P. Morgan Private Bank

Chicago, Illinois, United States

Overview

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.

Personality Overview

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.

Topics They Care 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.
Healthcare Philanthropy
Actively supports Chicago's healthcare community through her service on The Woman’s Board of Rush University Medical Center.

Media Appearances

Liz Kolshak at J.P. Morgan Private Bank. Featured in Crain's Chicago Business

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Work History

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

Education

2011 - 2013
Master of Business Administration (MBA) from Harvard Business School
2002 - 2006
Bachelor of Arts (B.A.) from The University of Georgia

More Information

Social Presence :

Prographics :

Exp : 15 Location : Chicago, Illinois, United States Job Level : Senior Designation : Executive Director, Banker at J.P. Morgan Private Bank
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Insights For Selling To Elizabeth

During A Call Or A Meeting

DO's

  • Share testimonials from known people and give multiple examples of product value
  • Invite them for a social do but don’t rely solely on the relationship
  • Help them realize that there is no personal risk in making this decision

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Avoid making offhand commitments
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Elizabeth is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Elizabeth

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Elizabeth move?

  • They like to analyze well and then make their decisions.
  • Can Elizabeth take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Elizabeth

Personality Compatibility


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