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Jacqueline Valouch

Head of Wealth Planning & Philanthropy at Deutsche Bank Wealth Management

Jacqueline Valouch is a seasoned professional in the field of wealth planning and philanthropy, currently serving as the Head of Wealth Planning & Philanthropy at Deutsche Bank Wealth Management.12 Her career spans over two decades, with a strong focus on charitable planning and strategic philanthropy.

Professional Experience

Jacqueline joined Deutsche Bank in February 2018 as the Head of Philanthropy and later assumed the role of Head of Wealth Planning in October 2021.1 In her current position, she leads the global philanthropy efforts for Deutsche Bank Wealth Management, working closely with private bankers, clients, and their advisors to develop strategic philanthropy and charitable solutions.12

Prior to her tenure at Deutsche Bank, Jacqueline spent 15 years at Fidelity Charitable as Vice President and Charitable Planning Consultant.1 Her earlier career includes roles as an attorney at various law firms, including Phillips Nizer LLP, Sills Cummis & Gross P.C., and Frankenthaler Kohn Schneider & Katz.1

Education and Expertise

Jacqueline holds a Bachelor of Arts (B.A.) from the State University of New York at Albany and a Juris Doctor (J.D.) from New York Law School.1 Her legal background and extensive experience in philanthropy have made her a sought-after expert in the field. She has been featured as a subject matter expert at numerous conferences and panels on various charitable planning topics.2

Additional Roles and Contributions

Beyond her primary role at Deutsche Bank, Jacqueline is involved in several other professional and philanthropic activities:

  1. She serves on the Board of Directors for the Armory Foundation.2
  2. Jacqueline is a leadership member of the local Chapter of the EllevateNetwork, a global professional network dedicated to the economic engagement of women worldwide.2
  3. She has previously served as an adjunct professor of law at New York Law School, teaching Charitable Organizations.2

Jacqueline Valouch's expertise lies in helping clients align their charitable legacy with their overall wealth planning objectives, as well as counseling clients on including the next generation in their charitable plans and exploring innovative approaches to giving.12

Related Questions

What are some innovative approaches to charitable giving that Jacqueline Valouch has implemented?
How does Jacqueline Valouch integrate philanthropy into overall wealth planning strategies?
What are the key achievements of Jacqueline Valouch in her role at Deutsche Bank?
How does Jacqueline Valouch's experience at Fidelity Charitable influence her current work?
What are some notable projects Jacqueline Valouch has led at Deutsche Bank?
Jacqueline Valouch
Jacqueline Valouch, photo 1
Jacqueline Valouch, photo 2
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Location

New York, New York, United States