Steve Hansen Email
Executive Director, Wealth Strategist @ J.P. Morgan Private Bank
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Steve Hansen Location
- Denver, CO, US
Steve Hansen Work
- Executive Director, Wealth Strategist @ (July 2015 - Present)
- President's Gift Planning Advisory Council @ (August 2024 - Present)
- Philanthropy Advisory Board @ (May 2022 - August 2025)
- National Investment Committee @ (March 2014 - July 2019)
- Board Member @ (January 2012 - July 2019)
- Director, Wealth Management Consultant @ (February 2014 - July 2015)
- Finacial Advisor @ (February 2012 - January 2014)
- Vice President, Regional Wealth Advisory Consultant @ (August 2008 - April 2012)
- Vice President, Wealth Management and Financial Planning Specialist @ (March 2004 - August 2008)
- Assistant Vice President, Wealth Management Advisor @ (September 2002 - March 2004)
- Assistant Vice President, District Financial Planning Specialist @ (October 1994 - September 2002)
- Adjunct Professor @ (October 2000 - February 2003)
- Branch Analyst @ (May 1993 - September 1993)
Steve Hansen Education
- Yale School of Management
Wealth Management Theory & Practice (Certified Private Wealth Advisor)
2021-2022 - University of Colorado Boulder
BA (Economics)
1989-1993
Steve Hansen Skills
- Asset Management
- Estate Planning
- Finance
- Financial Advisory
- Financial Planning
- Financial Services
- Insurance
- Investments
- Retirement Planning
- Series 7
- Strategic Financial Planning
- Strategy
- Wealth
- Wealth Management
- Wealth Management Services
Steve Hansen Summary
- Steve Hansen, based in Denver, CO, US, is currently a Executive Director, Wealth Strategist at J.P. Morgan Private Bank. Steve Hansen brings experience from previous roles at University of Colorado, Mental Health Center of Denver and National Kidney Foundation. Steve Hansen holds a 2021 - 2022 Wealth Management Theory & Practice in Certified Private Wealth Advisor @ Yale School of Management. With a robust skill set that includes Asset Management, Estate Planning, Finance, Financial Advisory, Financial Planning and more. Steve Hansen has 1 emails on RocketReach.
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