Debra Treyz's job entails helping the world's wealthiest individuals and their families to grow, manage and sustain their wealth. J.P. Morgan handles more than $600 billion in client assets worldwide and she crisscrosses the globe advising her clients, many of whom are "Ultra High Net Worth Individuals" - those with at least $30 million in investable assets.
Increasingly, Debra is called upon by clients to help families negotiate what is projected to be the largest intergenerational wealth transfer in history, with estimate of at least $41 trillion to be transferred in the United States by 2052.
Ms. Treyz grew up in Glens Falls. After graduating from Vassar College with a degree in political science, she chose Albany Law School because of its proximity to her hometown. She clerked for a Surrogate Judge in Warren County and worked as a summer associate for a Glens Falls law firm before moving into financial services. She has held numerous positions in J.P. Morgan's Asset Management business, including Assistant Resident Counsel, two decades in senior roles, and as CEO of the firm's Wealth Advisory and Trust & Estates businesses globally. She also spent four years overseas as CEO of J.P. Morgan Private Bank for Europe, Middle East and Africa. Based in London and Geneva, she oversaw the opening of new markets in Germany, Turkey, Russia and South Africa.