Connor Roll
J.P. Morgan Private Bank
Chicago, Illinois
Contact
How to contact
connor.roll@jpmorgan.com
Professional Profile
Call Me When
you need actionable, relevant advice in regards to pre-transaction situations, long-term investing, cash management, strategic financing, and trust & estate planning.
Professions
Wealth Manager
Functional Expertise
Cash management
Estate planning
Investments
Lending
Exit/Transition Planning
Business Focus
Connor serves as the main point of advice for all financial matters—pre-transaction situations, long-term investing, cash management, strategic financing, and trust & estate planning.
Professional Certification
CFA
Client Industries
Business Services
Consumer Services
Manufacturing
Software/Internet
Chapter information
Membership
Chicago Individual
Member since
Member for 9 months
Why I'm a Member of XPX
I value my involvement in XPX because it promotes a more robust exit planning community to ultimately provide exceptional advice to our mutual clients.
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