Vytas Balciunas

Sharpshooter
DISC Type : CD

Private Client Advisor at J.P. Morgan

Chicago, Illinois, United States

Overview

Vytas is a Vice President of Investments and Private Client Advisor at J. P. Morgan, specializing in helping high-net-worth individuals and families. With over eight years of experience, he previously worked at Merrill Lynch and holds a Bachelors in Finance & Accounting from the University of Colorado - Boulder.


He focuses on holistic wealth planning, aiming to be a support system that guides clients through all of lifes events, not just investment management.

Personality Overview

Thorough Evaluator

Rigorous & Demanding

Precise But Practical

They are less concerned about the product and more about its potential impact.  They do not care very much about building rapport or relationships. They respond well to strong and respectful communication.

Topics They Care About

Tactical Investing
He has posted about using capital to take advantage of tactical opportunities during periods of market volatility and macroeconomic shifts.
Portfolio Strategy
Shares content on positioning portfolios for both opportunity and resilience in response to forces shaping the market.
Holistic Wealth Planning
His mission is to provide comprehensive wealth planning that supports clients through all life events, not just investment management.

Media Appearances

Vytas has no verified media appearances

Work History

4-2025
Private Client Advisor at J.P. Morgan
11-2016 - 4-2025
Financial Advisor at Merrill Lynch Wealth Management

Education

2010 - 2015
Bachelor's Degree from University of Colorado Boulder

More Information

Social Presence :

Prographics :

Exp : 9 Location : Chicago, Illinois, United States Job Level : N/A Designation : Private Client Advisor at J.P. Morgan
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Insights For Selling To Vytas

During A Call Or A Meeting

DO's

  • Speak about competitive differentiation that your product offers
  • Get to the point quickly instead of spending time doing small talk
  • Be respectful but crisp

DONT's

  • Do not spend too much time focusing on product tech or features
  • Avoid being a storyteller and don’t try to oversell
  • Avoid being too verbose

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Vytas is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Vytas

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Vytas move?

  • If convinced, they can reach decisions quite fast.
  • Can Vytas take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Vytas

Personality Compatibility


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