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Lara Magnusen

Executive Director at J.P. Morgan

Lara M. Magnusen is currently a Managing Director at Merrill Lynch Private Wealth Management.5 She previously worked at J.P. Morgan Private Bank, where she was likely an Executive Director. Magnusen has 13 years of experience in the financial industry and first registered as a broker with Goldman Sachs in 2000.1 Her career also includes positions at Helix Investment Partners and Altegris Investments before joining JPMorgan in 2017.1

In June or July 2024, Magnusen is expected to join Merrill Lynch Wealth Management along with colleagues Geoff R. Berlin and Ken S. Esman, moving from J.P. Morgan Private Bank.13 At J.P. Morgan, she was part of a team that managed a significant amount of client assets, with estimates ranging from $7 billion to $14 billion.13

Magnusen holds the Chartered Alternative Investment Analyst (CAIA) designation.24 During her time at J.P. Morgan, she participated in diversity and inclusion initiatives, including celebrations of Asian American and Pacific Islander Heritage Month and Pride Month.24

Highlights

Busy Week: Merrill Swipes Two Morgan Stanley FA Teams
Neuroinflammaging: A Tight Line Between Normal Aging and Age ...
Neuroinflammaging: A Tight Line Between Normal Aging and Age ...
May 30 · advisorhub.com
Merrill Lands J.P. Morgan Private Bank Team in California

Related Questions

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Lara Magnusen
Lara Magnusen, photo 1
Lara Magnusen, photo 2
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Location

Los Angeles, California