Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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Benjamin A. Stueck

New York

Summary

Successful Private Bank Analyst at J.P. Morgan Private Bank with expertise in portfolio and wealth management. Effectively support $1 billion in client assets across 3 books of business, enhancing client relationships and driving thoughtful goals-based solutions. Proven ability to analyze complex financial landscapes and deliver impactful insights, complemented by strong leadership, analytical, and detail-oriented skills.

Overview

4
4
years of professional experience

Work History

Private Bank Analyst

J.P. Morgan Private Bank
New York
07.2023 - Current
  • Support a wide array of high-net-worth families, founders, corporate executives, and venture capital funds on their complex balance sheet needs, including investing, trust and estate planning, lending, and banking.
  • Acted as the lead advisor on a 65+ client book of business with approximately $750 million in assets under management for several months while the primary advisor was on leave.
  • Participate in leadership roles focused on first-year analysts' and summer interns' team integration, skills development, and JPM platform and markets education.

Wealth and Investments Intern

MoneyLion
New York
06.2022 - 08.2022
  • Spearheaded a comprehensive competitive analysis of the FinTech Landscape - including crypto, lending, banking, and investing - centering around company financials, product offerings, customer relations, and current market positioning, to be distributed and presented broadly within the organization
  • Provided bi-weekly newsletter updates to the executive team on the current state of the firm, internal growth trends and opportunities, as well as ideas and movements developing within the investments team
  • Worked in conjunction with the Head of Corporate Development and M&A on pitchbook to be presented to potential partnership clients

Business Development Intern

Grit Player Services
New York
06.2021 - 08.2021
  • Developed strategy plans for multiple clients across numerous industries.
  • Managed a team of peers to create a performance evaluator to be implemented across the entire firm.
  • Audited daily client calls for behavioral and nonverbal indicators.

Education

B.S.B.A. - Business Administration

University of Richmond
Richmond, VA
05.2023

Skills

  • Portfolio Management
  • Trust and Estate Planning
  • Wealth Management
  • Equity Research
  • Microsoft Excel
  • Microsoft PowerPoint

Affiliations

Running, Ranking Films, Reading, Exploring through Travel, Golf, Philadelphia and New York Sports

Timeline

Private Bank Analyst

J.P. Morgan Private Bank
07.2023 - Current

Wealth and Investments Intern

MoneyLion
06.2022 - 08.2022

Business Development Intern

Grit Player Services
06.2021 - 08.2021

B.S.B.A. - Business Administration

University of Richmond

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