Elaine Agather is Chairman of the Dallas Region for JPMorgan Chase & Co. She also serves as the Central Region Head and Managing Director of The Private Bank at J.P. Morgan.
Elaine joined Chemical Bank of New York in 1979, working in London, San Francisco, and New York until she relocated to Dallas in 1984. After the 1986 merger of Chemical Bank and Texas Commerce Bank, Elaine was promoted to Chairman of Texas Commerce Bank in Fort Worth in 1992 and joined the Private Bank to manage client advisory groups across the state in 1997. In 1999, she was elected Chairman and CEO of Dallas.
On this episode, Elaine and Chris discuss:
- Working with Jamie Dimon
- Wealth Management 101
- Bank runs, cyber threats, AI and the state of Banking
Topics:
00:00:00 - Intro
00:01:16 - Elaine’s early career in banking
00:13:26 - Taking over an underperforming bank
00:16:40 - Elaine’s rodeo career
00:26:25 - Working with Jamie Dimon
00:29:36 - Wealth Management
00:32:34 - How to transition wealth well
00:37:32 - The process of bringing in a generationally wealthy client
00:41:14 - The SVB & First Republic bank runs
00:44:07 - How to find an exceptional wealth manager
00:45:32 - Cyber threats, crypto & AI
00:48:15 - The state of banking
00:51:28 - DFW
00:54:59 - How do you know you’ve done a good job?
00:58:35 - Elaine’s 8: Get over it
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