Tracey B. Monroe

JP Morgan Chase, Executive Director, US Private Bank

Ms. Monroe is a Senior Banker in the Los Angeles office and is responsible for developing and maintaining client relationships throughout Southern California. Ms. Monroe advises clients on wealth management matters including financial planning, portfolio construction, asset allocation, tax strategies, trust and estate planning, and charitable giving.
Prior to joining the Private Bank in Los Angeles, she held senior institutional business development roles at Trust Company of the West (TCW) and Merrill Lynch Investment Managers (MLIM) in Los Angeles. Ms. Monroe specializes in alternative investment strategies and has worked with the largest Endowments & Foundations and Public Pension plans and corporations on the west coast. Ms. Monroe also previously served as Chief Operating Officer of a privately held hedge fund. Ms. Monroe began her financial services career at Morgan Guaranty Trust Company of New York.

Ms. Monroe is on the Board for Teach for America, Los Angeles and is Co-Chair of the Los Angeles Education Committee for 100 Women in Hedge Funds. She holds a bachelors degree in History from Amherst College. Ms. Monroe is married with two sons and resides in Studio City, CA. Ms. Monroe enjoys interior decorating, reading, hiking and art history.