Christina Schaub (Dzielski), CIMA®
San Francisco Bay Area
1K followers
500 connections
About
Christina Schaub, Vice President, is a Client Advisor in the Wealth Management division…
Activity
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Imagine what clients could do with the taxes they save. This capital gains season, our strategies and solutions seek to make it easier to actively…
Imagine what clients could do with the taxes they save. This capital gains season, our strategies and solutions seek to make it easier to actively…
Shared by Christina Schaub (Dzielski), CIMA®
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Did you know that the Bloomberg Aggregate Bond Index only captures 53% of the U.S. fixed income market? So why limit your access with a passive fixed…
Did you know that the Bloomberg Aggregate Bond Index only captures 53% of the U.S. fixed income market? So why limit your access with a passive fixed…
Shared by Christina Schaub (Dzielski), CIMA®
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Jonathan and I were invited to attend the Forbes/Shook Top Advisors Summit. A special highlight was Jonathon as a featured speaker, where he shared…
Jonathan and I were invited to attend the Forbes/Shook Top Advisors Summit. A special highlight was Jonathon as a featured speaker, where he shared…
Liked by Christina Schaub (Dzielski), CIMA®
Experience
Education
Licenses & Certifications
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Certified Investment Management Analyst (CIMA)
The Investments & Wealth Institute® (The Institute®)
Honors & Awards
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Host at Annual Americas Training Meeting 2024
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Host for Advisors Main Stage at 2024 Americas Training Meeting in Austin Texas in front of 700 colleagues
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J.P. Morgan ICA of the Year 2019
J.P. Morgan Asset Management
#1 ICA across entire Wealth Management Channel
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J.P. Morgan Metropolitan Club 2019
J.P. Morgan Asset Management
One of four ICAs in channel selected for prestigious Met Club
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J.P. Morgan Wealth Management Top Sales Team 2018
J.P. Morgan Asset Management
Top Sales Team in Wealth Management Channel
Languages
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English
Native or bilingual proficiency
Organizations
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Rock the Street Wall Street
Lead Program/Volunteer Coordinator
-Lead coordinator for 2022 - 2023 program in conjunction with SF area high school to help spark the interest of high school girls into careers in finance
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ENACTUS
Project Leader / Volunteer
-Enactus is a global non-profit organization that emphasizes teamwork, leadership and community outreach. Led group of students to help teach computer skills to disadvantaged women in the Syracuse area and provide one on one GED tutoring in Math, Science and English
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Relay For Life
Team Coordinator / Volunteer
-Team leader for two consecutive years while joining survivors and other volunteers to support the fight to end cancer
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Habitat For Humanity
Volunteer
-Fundraised to help financially support the building of homes and assisted local Syracuse foundation Youth United in the painting of furniture for a new children’s library
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Beta Gamma Sigma International Honor Society
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National Honor Society for Collegiate Scholars
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More activity by Christina
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Oh Canada… the active ETF market just got a little sweeter 🍁 We’re excited to announce that J.P. Morgan Asset Management is bringing the best of…
Oh Canada… the active ETF market just got a little sweeter 🍁 We’re excited to announce that J.P. Morgan Asset Management is bringing the best of…
Liked by Christina Schaub (Dzielski), CIMA®
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Was privileged to attend the the Forbes Shook Top Advisor conference in Las Vegas where J.P.Morgan Asset Management was a proud Platinum sponsor. Had…
Was privileged to attend the the Forbes Shook Top Advisor conference in Las Vegas where J.P.Morgan Asset Management was a proud Platinum sponsor. Had…
Liked by Christina Schaub (Dzielski), CIMA®
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Now available: the 29th edition of our Long-Term Capital Market Assumptions! Designed to help you build smarter portfolios and achieve your long-term…
Now available: the 29th edition of our Long-Term Capital Market Assumptions! Designed to help you build smarter portfolios and achieve your long-term…
Shared by Christina Schaub (Dzielski), CIMA®
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In this episode of #InsightsNow, Gabriela Santos, Chief Market Strategist for the Americas, and Dr. David Kelly, Chief Global Strategist, explore how…
In this episode of #InsightsNow, Gabriela Santos, Chief Market Strategist for the Americas, and Dr. David Kelly, Chief Global Strategist, explore how…
Shared by Christina Schaub (Dzielski), CIMA®
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I couldn't be prouder of my daughter, Izzy Kaplan, who has joined the inaugural class of Esports majors at Syracuse University! Watching her eyes…
I couldn't be prouder of my daughter, Izzy Kaplan, who has joined the inaugural class of Esports majors at Syracuse University! Watching her eyes…
Liked by Christina Schaub (Dzielski), CIMA®
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We’re excited to be a platinum partner at this year’s #ForbesSHOOKTopAdvisor Summit in Las Vegas, Nevada. Join us on October 16 for a main-stage…
We’re excited to be a platinum partner at this year’s #ForbesSHOOKTopAdvisor Summit in Las Vegas, Nevada. Join us on October 16 for a main-stage…
Shared by Christina Schaub (Dzielski), CIMA®
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