Paul Halpern in

Paul Halpern

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Chief Marketing Officer, Wealth Management at JPMorgan Chase & Co.
📍 New York, 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.

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Experience
32 Years
Current Role
Chief Marketing Officer, Wealth Management
Job Level
Leadership
Location
New York, New York, United States
Personality Overview

How Paul 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 Paul cares about

Strategic Priorities
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Career

Work history

9-2022
Chief Marketing Officer, Wealth Management
JPMorgan Chase & Co.
9-2018 - 9-2022
Managing Director, Head of Deposits and Banking Services
Morgan Stanley
9-2017 - 9-2018
Chief Marketing Officer
Betterment
9-2016 - 9-2017
Managing Director, Head of Affluent and Mass Affluent Segment Marketing
Merrill Lynch
9-2013 - 9-2016
Managing Director, Head of Preferred and Small Business Segment Solutions
Merrill Lynch
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1991 - 1993
Master of Business Administration (MBA)
Harvard Business School
1985 - 1989
Bachelor of Science (BS)
Tufts University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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