Monique Valbuena in

Monique Valbuena

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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.

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

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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 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.
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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

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Education
1993 - 1996
JD
Georgetown Law
1989 - 1993
BA
Georgetown 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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