10 JPMorgan Chase finance leaders
All ten JPMorgan Chase finance leaders here hold a current CFO title for one business or corporate function rather than the firm as a whole: Consumer & Community Banking, branded credit cards, Card Services, Wealth Management, Commercial Banking, Asset & Wealth Management, Treasury Services, CIB Operations, the Chief Administrative Office and Product, Experience and Technology. They fit a finance team setting up business-line CFO roles or budgeting shared costs.
Professionals to explore
Benjamin Hesse
LinkedInExperience: Chief Financial Officer and Head of Strategy & Business Development, Asset & Wealth Management · JPMorganChase
Benjamin Hesse holds Chief Financial Officer and Head of Strategy & Business Development, Asset & Wealth Management (since 2023), following Chief Operating Officer, Asset & Wealth Management (2021-2023). Benjamin was a Portfolio Manager - Global Financials at J.P. Morgan Asset Management (2014-2019) and Portfolio Manager and Head of Global Financials Equity Research at Fidelity Investments (2005-2014), suited to asset management strategy questions.
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Bori Deak Cox
LinkedInExperience: Chief Financial Officer, Consmer & Community Banking · JPMorganChase
Bori Deak Cox has been Chief Financial Officer, Consmer & Community Banking at JPMorganChase since 2022, after CFO, US Wealth Management (2020-2022). Bori was also CFO, Consumer and Business Banking (2018-2020), Chief Financial Officer, Business Banking (2015-2018) and Managing Director, Corporate Planning & Analysis (2011-2015), a fit for consumer and small business finance questions.
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Carolyn Coulson
LinkedInExperience: Managing Director, CFO of the Chief Administrative Office · JPMorganChase
Carolyn Coulson is Managing Director, CFO of the Chief Administrative Office at JPMorganChase (since 2025), covering Global Real Estate, Supplier Services, Security, Aviation and Amenities among other corporate areas. Carolyn was CFO of Global Real Estate from 2021 to 2025, at Managing Director level from 2023, the clearest fit here for real estate and corporate services budgets.
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David Katz
LinkedInExperience: CFO - Chase Card Services · JPMorganChase
Card and commerce finance come together in David Katz's current titles: CFO - Chase Card Services since 2024 and CFO - Connected Commerce since 2021. David was CFO - Chase Corporate Development (2018-2021), held various Corporate Finance and Card Finance roles at JPMorganChase (2014-2018) and worked in Corporate Strategy at Hess Corporation (2010-2014). That mix suits card finance questions.
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David Salaverry
LinkedInExperience: CFO of Commercial Banking at JPMorgan · JPMorganChase
David Salaverry is CFO of Commercial Banking at JPMorgan (since April 2025) and Managing Director, CAO Innovation Economy Business (since 2023). Other titles include Managing Director, CFO, Corporate Responsibility & Morgan Health, Treasurer Foundation (2019-2023) and Managing Director, Chief Financial Officer, U.S. Private Bank at J.P. Morgan (2014-2019), a fit for commercial banking finance.
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Erik Umlauf
LinkedInExperience: CFO for Chase Product, Experience and Technology (PXT) · JPMorganChase
Erik Umlauf has been CFO for Chase Product, Experience and Technology (PXT) since September 2025, after Chief Financial Officer for Chief Administrative Office (2020-2025). Erik was also Headquarters Redevelopment Program Management Lead (2019-2020) and Chief Financial Officer, Human Resources and Legal (2014-2019) at JPMorganChase and Chief Financial Officer, Global Equities at Nomura (2011-2013), a fit for technology and shared function budget questions.
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Howard Dottin
LinkedInExperience: Chief Financial Officer · JPMorganChase
Howard Dottin's LinkedIn profile places the Chief Financial Officer title at JPMorganChase, held since October 2020, with the Chase Branded Credit Cards business. Howard was Director at BlackRock (2018-2020) and lists Senior Finance Leadership Roles at J.P. Morgan from 2000 to 2018, so card business planning and capital allocation questions fit.
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Jessica Marlborough
LinkedInExperience: Managing Director, CFO for Commercial and Investment Bank Operations · JPMorganChase
Jessica Marlborough, based in the United Kingdom, has been Managing Director, CFO for Commercial and Investment Bank Operations since May 2026 and describes serving on the CIB Operations Management team. Jessica was Managing Director, Global Technology Chief Operating Office (2024-2026) and Principal at Oliver Wyman (2018-2023), a fit for operations cost and technology finance questions.
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Rob Lazovick
LinkedInExperience: Managing Director, Chief Financial Officer, Treasury Services - J.P. Morgan Payments · JPMorganChase
Capital and stress testing shape Rob Lazovick's career: Executive Director, Capital Management - Treasury CIO (2019-2020), then Head of Firmwide Capital Stress Testing - Treasury CIO as Executive Director (2020-2022) and Managing Director (2022-2026). Rob has been Managing Director, Chief Financial Officer, Treasury Services - J.P. Morgan Payments since August 2026 and was Executive Director, Investor Relations (2015-2018).
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Ted Armstrong
LinkedInExperience: Managing Director, CFO - Chase Wealth Management · JPMorganChase
Ted Armstrong became Managing Director, CFO - Chase Wealth Management in April 2025 after holding the CFO role at Executive Director level from 2023. Executive Director, JPMorgan Wealth Management Finance (2020-2023), Executive Director, Head of National Field Finance (2017-2020) and Vice President, Finance and Business Management (2014-2017) make Ted a fit for wealth management and field finance questions.
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Choose the right perspective
For consumer businesses, Bori Deak Cox, Howard Dottin, David Katz and Ted Armstrong hold CFO titles across consumer banking, cards and wealth management. David Salaverry, Benjamin Hesse and Rob Lazovick fit commercial banking, asset management and payments, while Jessica Marlborough, Carolyn Coulson and Erik Umlauf fit operations, real estate, technology and other shared cost questions.
Questions to take into the conversation
- 01How does a JPMorgan Chase business-line CFO split planning work with the business head and with corporate finance?
- 02Which metrics does a card or consumer banking CFO review first when results drift from plan?
- 03How should a CFO for shared functions like real estate, security or technology allocate those costs back to the businesses?
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot; roles marked former had ended by then. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.