Driving Wealth for Founders and Executives

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J.P. Morgan Private Bank invite our members of the Women Leadership Committee for a discussion on wealth planning, followed by an exclusive Art tour!


The FACCSF Women in Leadership Committee invites its members to join J.P. Morgan Private Bank for a discussion around the challenges that founders and executives of private companies face in wealth planning, from start-up, to acquisition, to the coveted IPO.

Tentative agenda: (subject to change)

5.30pm: Welcome drinks
5.45pm: Opening remarks by the FACCSF's Women in Leadership Committee & JPM Team
6.00pm: Women & Wealth talk by JPM Team: Gigi Orta, Solenn Seguillon and Stefan Madjarov
6.45pm: Art Tour by JPM Team: Charlotte Eyerman
7.15pm: Networking cocktail/buffet
8.00pm: End of the evening

This event is by invitation only, and restricted to members of the FACCSF Women in Leadership's Committees only.

Learn more about the Committee: https://www.faccsf.com/committees/women-leadership-committee.html 


About our experts:


Charlotte Eyerman

Executive Director, JPMorgan Chase & Co. & Global Head, JPMorgan Chase Art Collection

Charlotte Eyerman serves as Global Head of the JPMorgan Chase Art Collection in New York City. She brings over 20 years of experience and leadership in museums, the private and non-profit sectors, and academia. A specialist in modern and contemporary art, with a significant exhibition and publication record, her expertise is in building collections, developing exhibitions, and forging relationships with artists, collectors, museums, and the trade nationally and internationally.

Prior to joining JPMorgan Chase in November 2017, Charlotte served in several prominent roles within the art world, including Director and CEO of the Monterey Museum of Art (2013-2016), Director of the French American Museum Exchange in North America (2010-2013) and Director at Gagosian Gallery, Beverly Hills (2009-2010). She has also held curatorial positions at the Saint Louis Art Museum as Curator and Department Head of Modern and Contemporary Art (2006-2009) and the J. Paul Getty Museum as Assistant Curator of Paintings (2002-2006).

Dr. Eyerman earned Doctoral and Master’s degrees in the History of Art from the University of California, Berkeley. She holds a B.A. in English from the College of the Holy Cross and completed the Executive Program for Non-profit Leaders at the Stanford University Graduate School of Business. Charlotte has lived and worked in France, Germany, and Italy and has been honored as Chevalier in the Order of Arts and Letters by the French Ministry of Culture and Communication (2014).

Stefan Madjarov, CFA

Vice President Investment Specialist

Stefan Madjarov is an Investment Specialist for J.P. Morgan’s Private Bank in San Francisco and Palo Alto. In this capacity, Stefan works closely with entrepreneurs, company executives, and multi-generational families, to take a holistic view of their financial lives in order to align wealth with their priorities and values.

Stefan gives advice on strategic asset allocations, portfolio construction, and risk management, with an expertise that spans equity, fixed income, and alternative investments such as hedge funds, real estate, and private equity. Since joining the Private Bank in 2015, Stefan has also worked in Europe, where he covered international company executives and entrepreneurs based in Paris and London.

Stefan holds an MSc in Investment Analysis from Aston Business School in the UK and a Master in Management from EDHEC Business School in France. He is a CFA® charterholder, and a member of the CFA Institute and the San Francisco Analyst Society.

Gigi Orta

Managing Director Wealth Advisor at J.P. Morgan Private Bank

Gigi Orta is a Managing Director and Wealth Advisor with J.P. Morgan Private Bank, serving the San Francisco Bay area. She draws on 20 years of experience as a practicing attorney to design estate planning and tax strategies for affluent families, successful executives, tech entrepreneurs, founders and startups.

Gigi takes a proactive approach to open up the breadth of opportunities derived from sophisticated wealth guidance. She is deeply knowledgeable about generational transfer, asset protection and charitable giving. Gigi has an innate ability to explain complex topics in a way that is relatable and clear. Enthusiastic about working with clients, she has built a reputation for her thought leadership in this space.

Before joining J.P. Morgan, Gigi founded Osterloh & Orta, a boutique estate planning firm. Previously, she was an attorney at Crosby, Heafey, Roach & May and its successor ReedSmith. In recognition of her commitment to excellence, Gigi was named a Northern California estate planning “Super Lawyer” for nine consecutive years.

Gigi received an L.L.M. in Taxation, with honors, from Golden Gate University of Law. She holds a J.D., magna cum laude, from the University of San Francisco and a B.S. from Syracuse University. Gigi is an adjunct professor of law at John F. Kennedy University School of Law, where she has taught Wills & Trusts, Estate Planning and Community Property. Considered a subject matter expert among her professional colleagues, Gigi is a contributing author of Decedent’s Estate Practice.

She is a member of the East Bay Estate Planning Council, the San Francisco Estate Planning Council, the Asian American Bar Association, and the California Bar Association Trusts and Estates Section. Gigi currently serves on the Professional Advisory Council of the San Francisco Foundation. Previously, she was a founding member of East Bay Trusts & Estates Lawyers and served as President of the Board of Directors of Camp Augusta.

A native San Franciscan, Gigi lives in the East Bay and enjoys spending time with her three children, reading, exercise, food and travel, preferably all on the same day

Solenn Seguillon

Banker, West Region Technology Practice Lead for J.P. Morgan Private Bank in Northern California

Solenn is a banker for J.P. Morgan Private Bank in Northern California and leads the Technology practice for the West Region. Solenn is responsible for delivering the firm’s wealth management capabilities and resources to clients. Solenn and her team are skilled at identifying sophisticated tax efficient planning strategies for holding and investing wealth with specific expertise in advising corporate executives and entrepreneurs prior to and after a liquidity event.

Solenn received her MBA from UC Berkeley Haas School of Business. While at Haas, Solenn was selected to be a Forte Fellow, a V.P of the Haas VC club, and a principal for the Haas Socially responsible investment fund, the first and largest student-led SRI fund within a leading business school. Solenn previously worked with VC firm Lodestar Ventures and Sustainable Investing Fintech companies Cnote and OpenInvest. Solenn holds her FINRA Series 7 and 63 licenses.

Prior to business school, Solenn was a professional violinist. As soloist and with her chamber music ensembles, Solenn performed all over the world, from The Kennedy Center, Banff Centre’s Rolston Recital Hall in Canada, the Britten Studio at Aldeburgh Music in the UK, to the Shanghai Oriental Center and the Theatre de Mogador in Paris. Solenn is a board member for One Found Sound Orchestra. She holds a Bachelor and Master’s degree in Music Performance from the San Francisco Conservatory of Music.

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