Mel Lagomasino
Mel Lagomasino is the CEO and Managing Partner of WE Family Offices, a global family office. In this role, she engages client families to build their wealth enterprises and provides the support and control they need to manage their wealth as a business enterprise. Mel is a leader in the wealth management industry and has worked with financially successful families for more than three decades. Prior to WE, she served as CEO of GenSpring Family Offices, a wealth management firm. Before that, she served as Chairman and CEO of JP Morgan Private Bank, an institution with more than $300 billion in client assets under supervision. Mel started her career in banking at Citibank, and later on transitioned to Chase Manhattan Private Bank.
Mel Lagomasino Professional Experience / Academic History
Professional Experience
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CEO and Managing Partner
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Chairman and CEO of Private Banking
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Vice President of South American Private Banking
Academic History
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M.B.A., Finance
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M.S., Library Science
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B.A., French Literature
CURRENT AFFILIATIONS
Founder, Institute for the Fiduciary Standard
Board Director, The Walt Disney Company
Board Member, The Coca-Cola Company
Trustee, Carnegie Corporation of New York
Advisory Board Member, Millstein Center at Columbia Law School
RECOGNITION
2015 50 Most Influential Women in Wealth Management, Private Asset Management
2012 Directorship 100, National Association of Corporate Directors
EARLY CAREER
During her tenure at JP Morgan, she worked with ultra high net worth global clients and held leadership roles, most recently as Chairman and CEO of Private Banking.
She was Vice President at Citibank, and also served as a relationship manager working with Chilean and Peruvian clients.
In 2006, she was appointed by President Bush to help lead an effort to secure private sector funds to aid disaster victims in Central America and served on Secretary Rice’s Advisory Board on Transformational Diplomacy.
She has been featured or quoted in Forbes, Bloomberg, Yahoo! Finance, CNBC, and more.