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Brian Carlin Location
New York, NY, US
Brian Carlin Work
2025 -now Head, Banking US @
2021 -2023 Chief Executive Officer, J.P. Morgan Private Capital @
2016 -2021 CEO @ J.P. Morgan Wealth Management Solutions
2013 -2016 CFO @
2011 -2013 Managing Director, Global Wealth Management @
2009 -2011 Managing Director, Global Head of Fixed Income, Currencies and Commodities, Global Wealth Management @
2004 -2007 Managing Director, Global Head of Fixed Income, Private Bank @
2001 -2004 Associate and Vice President @
2001 -2004 Associate and Vice President @
1997 -1999 Investment Consultant @ Citibank
Brian Carlin Education
Georgetown University
Master of Business Administration (M.B.A.) (Finance, General)
1999-2001
American University
Bachelor's degree (International Business)
1993-1996
spring valley high school 1989-1993
Brian Carlin Skills
Investment Banking
Capital Markets
Prime Brokerage
Equity Derivatives
Electronic Trading
ABS
Valuation
Fixed Income
Foreign Currency
Hedge Accounting
Hedge Funds
Private Equity
Income Tax
Equity Trading
Financial Analysis
Alternative Investments
Asset Management
Commodity
Currency
Equities
Finance
Financial Modeling
Investments
Portfolio Management
Wealth Management
Brian Carlin Summary
Brian Carlin, based in New York, NY, US, is currently a Head, Banking US at UBS. Brian Carlin brings experience from previous roles at J.P. Morgan, J.P. Morgan Wealth Management Solutions and J.P. Morgan Asset Management. Brian Carlin holds a 1999 - 2001 Master of Business Administration (M.B.A.) in Finance, General @ Georgetown University. With a robust skill set that includes Investment Banking, Capital Markets, Prime Brokerage, Equity Derivatives, Electronic Trading and more. Brian Carlin has 1 emails and 1 mobile phone numbers on RocketReach.
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