Speaker

KLEMENS R ZELLER

JP MORGAN, GENEVA

Executive Director, Wealth Advisor

Mr Zeller is a wealth advisory professional with over 20 years of global experience in advising UHNW families who originate in Latin America.

He is skilled in business development activities with expertise in wealth preservation and wealth structuring, integrated wealth transfer solutions, governance, fiduciary planning and tax optimization strategies in a multi-jurisdictional context.

Having worked at several global financial institutions in Zurich, Nassau (Bahamas), New York and Miami, he is presently based in Geneva. He is fluent in English, German and Spanish and has basic knowledge in French and Portuguese.

Mr. Zeller earned a bachelor’s degree in business administration from the KV Zurich Business School in Zurich in 1997 and became a Certified Financial Planner (CFP®) in 2003. He is a registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners and a member of the Financial Planning Association (FPA), International Fiscal Association (IFA), International Wealth Planners (IWP) and Family Firm Institute (FFI).