
Zoumana Berte
Executive Director | Banker


As an Executive Director and Banker at J.P. Morgan Private Bank, I work with a diverse mix of affluent individuals and family offices, including government contractors, tech founders, CEOs of Fortune 500 companies and business owners who have sold their enterprises. I serve as a powerful advocate to help them navigate the sophisticated financial decisions often accompanying complex balance sheets. As an entrepreneur myself, I understand that clients are driven by their values, and I connect on a personal level to learn what is most important to them—family, business, philanthropy, their legacies. I am thoughtful in my approach, tapping specialist resources to present strategies for diversification, pre-transaction planning, lending and more. By acting as a facilitator, I bring together my clients’ advisory teams for an open exchange of synergistic ideas. I understand that individuals seek connectivity across the firm, and I provide access to the Commercial Bank, Investment Bank and other lines of business.
Zoumana Berte is an Executive Director and Banker at J.P. Morgan Private Bank with 14.4 years of experience in wealth management, investments, finance, and high net worth individuals. She works with a diverse range of affluent individuals and families, including government contractors, tech founders, CEOs of Fortune 500 companies, and business owners. Zoumana understands the importance of client relationships and connects with a personal level to learn and connect with them. She is a facilitator, bringing together her clients' advisory teams for a synergistic idea exchange. Zoumana's expertise extends to the commercial, investment, and other lines of business.
Charlotte,North Carolina,United States
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United States
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San Francisco,California,United States
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. © 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.
United States
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Wealth Management
Investments
Finance
High Net Worth Individuals
Financial Services
Portfolio Management
Risk Management
Financial Analysis
Financial Planning
Loans
Banking
Securities
Financial Modeling
Retirement Planning
Asset Management
Fixed Income
Mutual Funds
Equities
Financial Risk
Mortgage Lending
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