Monique Valbuena in

Monique Valbuena

Pioneer · DISC type ids
Managing Director at J.P. Morgan Private Bank
📍 Greater Chicago Area, United States

Monique Valbuena leads the U. S. Trusts Practice at J. P. Morgan as a Managing Director, overseeing approximately $70 billion in assets. A lawyer by training with a JD from Georgetown Law, she leads a team of around 200 specialists, focusing on comprehensive risk and client relationship management for individuals, families, and family offices.

Monique is focused on building her team and has recently promoted hiring opportunities in New Jersey and Chicago. She is a double graduate of Georgetown University, holding both a BA and a JD, suggesting a strong connection to the institutions community.

She brings a specialized legal perspective to her financial role, focusing on litigation case management and investment risk.

Read the full overview →
Experience
12 Years
Current Role
Managing Director
Job Level
Mid-senior
Location
Greater Chicago Area, United States
Personality Overview

How Monique shows up

Friendly But Fast
Dynamic But Sincere
Decisive But Friendly

They have the unique ability to win both love and respect from their team (or outsiders) They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed If they are convinced, they can become very strong champions for your product

Priorities

Topics Monique cares about

Fiduciary Risk Management
Her role is centered on mitigating and managing investment, litigation, and relationship risk for a trusts practice overseeing approximately $70 billion in assets.
Wealth Preservation
Her team advises clients on managing and administrating fiduciary accounts to create lasting legacies, and she shares content on protecting long-term wealth goals.
+5 more topics Login to view topics
Career

Work history

3-2020
Managing Director
J.P. Morgan Private Bank
10-2021
Head of U.S. Trusts
J.P. Morgan
2-2020 - 10-2021
Executive Director & Regional Trust Team Lead (Midwest)
J.P. Morgan
1-2019 - 2-2020
Team Lead (Chicago and Charlotte) and Senior Trust Officer
Brown Brothers Harriman
8-2014 - 1-2019
Executive Director and Trust Officer
J.P. Morgan
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1993 - 1996
JD
Georgetown Law
1989 - 1993
BA
Georgetown University
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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.

Jorge Luis Villarreal Ramos
Jorge Luis Villarreal Ramos
Miembro del Comité Técnico
FOCOOP
 Claudia Zuniga
Claudia Zuniga
General Director
Instituto Mexicano Norteamericano de Relaciones Culturales
MB
Michael Bennett
Vice President
Bennett Bolt Works, Inc.
 Idalia Obregon
Idalia Obregon
Executive Director
Danish Canadian Chamber of Commerce
Unlock the full playbookSee exactly how to sell to Monique. Free, 10 seconds.