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Brian Carlin Location
New York, NY, US
Brian Carlin Work
Head, Banking US @ (January 2025 - Present)
Chief Executive Officer, J.P. Morgan Private Capital @ (March 2021 - July 2023)
CEO @ J.P. Morgan Wealth Management Solutions (September 2016 - March 2021)
CFO @ (September 2013 - September 2016)
Managing Director, Global Wealth Management @ (July 2011 - September 2013)
Managing Director, Global Head of Fixed Income, Currencies and Commodities, Global Wealth Management @ (July 2009 - August 2011)
Managing Director, Global Head of Fixed Income, Private Bank @ (June 2004 - July 2007)
Associate and Vice President @ (August 2001 - July 2004)
Associate and Vice President @ (August 2001 - July 2004)
Investment Consultant @ Citibank (January 1997 - January 1999)
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 2 emails and 1 mobile phone numbers on RocketReach.
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