JP Morgan Chase

JPMorgan Chase & Co. is a prominent financial holding company based in New York, United States, that provides a wide range of financial services globally. Established in 2000, the firm operates through various segments, including investment banking, commercial banking, and asset management. Its investment banking division offers services such as corporate advisory, capital raising in equity and debt markets, risk management, and market-making. Additionally, JPMorgan Chase serves consumers, small businesses, and commercial clients by delivering innovative banking solutions and financial transaction processing. With a legacy dating back to 1877, the company has built a reputation for providing comprehensive financial strategies and services to meet the diverse needs of its clientele.

Rohan Amin

Managing Director and Chief Product Officer, Consumer and Community Banking

Lori Beer

Chief Information Officer

Richard Cao

Investment Banking Analyst

William Creaser

Executive Director, Northeast Middle Market and Specialized Industries

Jamie Dimon

CEO and President

Mary Callahan Erdoes

Asset and Wealth Management CEO

Maria Escorcia

Vice President - Program Officer Florida - JPMorgan Chase Foundation

Jatin Garg

Senior Business Analyst

Alan Ho

CEO of China

Osei Van Horne

Managing Partner and Co-Global Head of Sustainable Growth Equity at J.P. Morgan Private Capital

Rao Lakkakula

Product Security Director

Douglas B. Petno

Commercial Banking CEO

E. Soinski

Managing Director

Jennie Sparandara

Managing Director

Past deals in Georgia

Chart Industries

Post in 2024
Chart Industries manufactures and sells engineered equipment for energy and industrial gas industries worldwide. Its products include heat exchangers, cold boxes, cryogenic trailers, storage tanks, and pressure equipment. The company also offers services such as plant start-up, maintenance, and repair. Chart Industries was founded in 1992.

Maxex

Venture Round in 2023
MAXEX LLC, established in 2009 and headquartered in Atlanta, Georgia, operates as an exchange and clearinghouse for the purchase and sale of residential mortgage loans. It facilitates transactions between qualified buyers and sellers, including bank and non-bank lenders along with premier investors such as Wall Street banks, real estate investment trusts, and insurance companies. MAXEX's digital platform provides standardized rules, independent loan reviews, ongoing surveillance, and dispute resolution processes, enabling efficient peer-to-peer trading of individual or pooled loans through a scalable transaction management system.

Morehouse College Endowment

Grant in 2023
Morehouse College, located in Atlanta, Georgia, is a distinguished historically Black college and one of the few remaining all-male institutions in the United States. Renowned for its legacy of cultivating influential African-American leaders, entrepreneurs, and artists, Morehouse College plays a vital role in higher education. The college's endowment fund is integral to its financial sustainability, receiving contributions from various donors. This endowment generates annual income through investments, which supports the college's strategic initiatives and operational needs. The management of the endowment is overseen by the executive team, ensuring that the resources align with the institution's mission and objectives.

Realty Income

Post in 2023
Realty Income Corporation, known as The Monthly Dividend Company®, is a publicly traded real estate investment trust (REIT) focused on providing reliable monthly income to its shareholders. The company generates revenue from a diverse portfolio of over 6,500 properties located across 49 states and Puerto Rico, all leased under long-term agreements with various commercial tenants. Realty Income has a notable track record, having declared 604 consecutive monthly dividends over its 51-year operating history and increasing its dividend 108 times since becoming public in 1994. The firm is recognized as a member of the S&P 500 Dividend Aristocrats index, underscoring its commitment to consistent dividend payouts.

Maxex

Venture Round in 2021
MAXEX LLC, established in 2009 and headquartered in Atlanta, Georgia, operates as an exchange and clearinghouse for the purchase and sale of residential mortgage loans. It facilitates transactions between qualified buyers and sellers, including bank and non-bank lenders along with premier investors such as Wall Street banks, real estate investment trusts, and insurance companies. MAXEX's digital platform provides standardized rules, independent loan reviews, ongoing surveillance, and dispute resolution processes, enabling efficient peer-to-peer trading of individual or pooled loans through a scalable transaction management system.

GreenLight

Series B in 2019
GreenLight is a financial technology company that offers a comprehensive money management platform designed specifically for families. Founded in 2014 and headquartered in Atlanta, Georgia, GreenLight provides a debit card and accompanying app that enables parents and children to earn, save, spend, and invest money effectively. The platform empowers parents with flexible spending controls, tools for managing chores, and automated allowance features, all while promoting financial literacy among children. Users can earn up to 3% cash back on purchases, with the option for parents to automatically invest these rewards in stocks and exchange-traded funds for future family expenses. GreenLight aims to simplify personal finance for families, fostering responsible financial habits from a young age.

Movius

Series D in 2019
Movius Interactive is a provider of cloud-based enterprise mobility solutions, specializing in secure mobile communication software designed to enhance client engagement for businesses. The company's Software-as-a-Service offerings extend enterprise telecommunication services to mobile devices, allowing organizations to maintain corporate compliance while improving productivity. Movius enables businesses and end-users to manage their communications through dedicated work phone lines on any device, facilitating better organization and analysis of mobile interactions. Founded in 1999 and headquartered in Atlanta, Georgia, Movius has established a global presence with additional locations in Dubai, Madrid, Bengaluru, and Johannesburg. The company serves telecommunications providers, enterprises, and individual users both in the United States and internationally, offering support and training services alongside its software solutions.

Ionic Security

Series E in 2019
Ionic Security develops a unified data security platform that protects sensitive information across clouds, environments, and devices. Its platform offers access control, intellectual property monitoring, data encryption, and policy management without proxies or gateways, enabling secure data handling without disrupting user behavior.

digitalundivided

Funding Round in 2018
Digital Undivided, founded in 2013, empowers women of color through entrepreneurship by providing support, funding assistance, and innovative programming. Based in Atlanta, the organization has helped founders raise over $25 million, with a focus on fostering innovation and economic security.
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