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This profile was last updated on 8/21/14  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. Robert F. Phelps Jr.

Wrong Robert F. Phelps Jr.?

Managing Director

Local Address: Denver, Colorado, United States
JPMorgan Private Bank
 
Background

Employment History

21 Total References
Web References
Robert F. Phelps ...
www.denverestateplanningcouncil.org, 28 Sept 2013 [cached]
Robert F. Phelps Jr. 370 17th Street, Suite 3200
Executive Wealth Management: - Enterprise Network
enterprisenetworkaz.ning.com [cached]
Panelists will include Matt Donovan an attorney with Snell and Wilmer who specializes in tax, trust, and estate matters and Robert Phelps, an Estate and Wealth attorney with JP Morgan Private Bank and one of JP Morgan's top national experts.
...
Phelps frequently speaks to groups on topics related to tax planning, charitable giving, investments, diversification strategies and estate planning.
...
Robert Phelps, Managing Director, joined JPMorgan in 1991 after practicing trusts and estates law in Connecticut for 10 years. Bob is a member of the Wealth Advisory team within the JPMorgan Private Bank. In this capacity he assists clients and their advisors with analysis that integrates investment, tax and estate planning issues. Bob has overall responsibility for the Private Bank's trust business in the Rocky Mountain region (Arizona, Colorado, Idaho, Montana, New Mexico, Utah and Wyoming).
Boards, Councils & Committees : About the CBA : Colorado Bankers Association
coloradobankers.org, 12 Jan 2012 [cached]
Bob Phelps, Jr., JPMorgan Chase
Getting financing for deals is very ...
www.azcentral.com, 24 Oct 2008 [cached]
Getting financing for deals is very difficult as a result of the credit crunch, said Bob Phelps, managing director of JPMorgan Chase's private-bank team in Scottsdale.
Phelps said concerns that Congress could move to raise the capital-gains tax rate above 15 percent next year is another reason some businesses owners have considered selling.
BizBuySell counted 50 business sales in the Phoenix area in the third quarter, up from 27 in the same period last year.
Phelps said it appears, however, that the number of sales transactions has been hurt by credit issues.
Yahoo - JPMorgan Private Bank Opens New Office in Denver
biz.yahoo.com, 11 April 2002 [cached]
The Denver-based private banking team also includes Robert Phelps, managing director and wealth advisor who has been with JPMorgan for more than 11 years, after working as a trust and estate attorney for 10 years.
JPMorgan Private Bank is a global financial leader providing advice and customized solutions to wealthy individuals and their families.The firm leverages its broad capabilities in investing, tax and estate planning, family office management, philanthropy, credit, and special advisory services to help our clients advance toward their own particular goals.For more than 150 years, the Private Bank's comprehensive and integrated approach, commitment to innovation and integrity, and focus on client service have made JPMorgan the advisor of choice to those of significant wealth around the world.
JPMorgan Private Bank is the marketing name for the private banking business conducted by J.P. Morgan Chase & Co. and its subsidiaries.Services may be provided by JPMorgan Chase Bank or J.P. Morgan Trust Company, N.A., members FDIC.
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