Banking
10 JPMorgan Chase finance leaders
These ten JPMorgan Chase finance leaders include the Chase bank CFO for Consumer & Community Banking and the CFOs of Chase Card Services, Chase Wealth Management, Commercial Banking and Asset & Wealth Management. A reader can learn from them how finance teams support individual businesses and corporate functions inside JPMorgan Chase.
Professionals to explore
01—10Benjamin Hesse
LinkedInExperience: Chief Financial Officer and Head of Strategy & Business Development, Asset & Wealth Management · JPMorganChase
Chief Financial Officer and Head of Strategy & Business Development, Asset & Wealth Management at JPMorganChase since 2023. Former Chief Operating Officer, Asset & Wealth Management (2021–2023) and Head of Strategy & Business Development, Asset & Wealth Management (2020–2021) at JPMorganChase, and Portfolio Manager - Global Financials at J.P. Morgan Asset Management (2014–2019).
Bori Deak Cox
LinkedInExperience: Chief Financial Officer, Consmer & Community Banking · JPMorganChase
Chief Financial Officer, Consumer & Community Banking at JPMorganChase since 2022; the profile says this business serves more than 86 million consumers and 7.4 million small businesses. Former CFO, US Wealth Management (2020–2022), CFO, Consumer and Business Banking (2018–2020), Chief Financial Officer, Business Banking (2015–2018) and Managing Director, Corporate Planning & Analysis (2011–2015) at JPMorganChase.
Carolyn Coulson
LinkedInExperience: Managing Director, CFO of the Chief Administrative Office · JPMorganChase
Managing Director, CFO of the Chief Administrative Office at JPMorganChase since 2025; the profile says the role covers Global Real Estate, Supplier Services, Security, Aviation and Amenities. Former Managing Director, CFO of Global Real Estate (2023–2025) and Executive Director (2019–2021) at JPMorganChase.
David Katz
LinkedInExperience: CFO - Chase Card Services · JPMorganChase
CFO - Chase Card Services at JPMorganChase since 2024, and also listed as CFO - Connected Commerce since 2021. Former CFO - Chase Corporate Development (2018–2021) at JPMorganChase, where the profile also lists Various roles in Corporate Finance and Card Finance (2014–2018); the profile headline reads Managing Director at JPMorgan Chase & Co.
David Salaverry
LinkedInExperience: CFO of Commercial Banking at JPMorgan · JPMorganChase
CFO of Commercial Banking at JPMorgan since 2025; the profile describes the business as supporting more than 70,000 clients across 150+ locations in the U.S. and Canada. Former Managing Director, CFO, Corporate Responsibility & Morgan Health, Treasurer Foundation at JPMorganChase (2019–2023) and Managing Director, Chief Financial Officer, U.S. Private Bank at J.P. Morgan (2014–2019).
Erik Umlauf
LinkedInExperience: CFO for Chase Product, Experience and Technology (PXT) · JPMorganChase
CFO for Chase Product, Experience and Technology (PXT) at JPMorganChase since 2025. Former Chief Financial Officer for Chief Administrative Office (2020–2025) and Chief Financial Officer, Human Resources and Legal (2014–2019) at JPMorganChase, and former Chief Financial Officer, Global Equities at Nomura (2011–2013).
Howard Dottin
LinkedInExperience: Chief Financial Officer · JPMorganChase
Chief Financial Officer at JPMorganChase since 2020; the profile says the role is CFO for the Chase Branded Credit Cards business and lists strategy, capital allocation and transformation in the headline. Former Director at BlackRock (2018–2020), and the profile lists Senior Finance Leadership Roles at J.P. Morgan (2000–2018).
Jessica Marlborough
LinkedInExperience: Managing Director, CFO for Commercial and Investment Bank Operations · JPMorganChase
Managing Director, CFO for Commercial and Investment Bank Operations at JPMorganChase since 2026; the profile describes membership of the CIB Operations Management team serving a 32,000 FTE organization. Former Managing Director, Global Technology Chief Operating Office at JPMorganChase (2024–2026) and Principal at Oliver Wyman (2018–2023).
Rob Lazovick
LinkedInExperience: Managing Director, Chief Financial Officer, Treasury Services - J.P. Morgan Payments · JPMorganChase
Managing Director, Chief Financial Officer, Treasury Services - J.P. Morgan Payments at JPMorganChase since 2026. Former Managing Director, Head of Firmwide Capital Stress Testing - Treasury CIO (2022–2026), Executive Director, Head of Firmwide Capital Stress Testing - Treasury CIO (2020–2022) and Executive Director, Investor Relations (2015–2018) at JPMorganChase.
Ted Armstrong
LinkedInExperience: Managing Director, CFO - Chase Wealth Management · JPMorganChase
Managing Director, CFO - Chase Wealth Management at JPMorganChase since 2025. Former Executive Director, CFO Chase Wealth Management (2023–2025), Executive Director, JPMorgan Wealth Management Finance (2020–2023) and Executive Director, Head of National Field Finance (2017–2020) at JPMorganChase.
Choose the right perspective
Pick someone whose business line matches your question, since the finances of a card business, a wealth management arm and a corporate function run on different drivers. For questions about firmwide planning, capital or investor processes, favor people who have held several different finance roles across JPMorgan Chase.
Questions to take into the conversation
- 01How does a business-line CFO at a large bank work with the business head on annual planning and targets?
- 02Which metrics matter most when reviewing the financial performance of a consumer banking or card business?
- 03How do CFOs of corporate functions set and control budgets for shared services such as real estate and technology?
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
Request a correction or removal