Kevin Monheim, CFA in

Kevin Monheim, CFA

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Banker at J.P. Morgan Private Bank
📍 Fairport, New York, 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.

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Experience
13 Years
Current Role
Banker
Location
Fairport, New York, United States
Personality Overview

How Kevin shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Kevin cares about

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

Work history

7-2024
Banker
J.P. Morgan Private Bank
10-2022 - 6-2024
Private Banking Professional
J.P. Morgan Private Bank
7-2021 - 9-2022
Corporate Development Senior Analyst
Paychex
1-2019 - 6-2021
Senior Associate - Consumer Discretionary & Staples
Manning & Napier
2-2018 - 12-2018
Associate - Consumer Discretionary & Staples
Manning & Napier
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2011 - 2015
Bachelor of Science (B.S.)
Canisius University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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