Vice President | J.P. Morgan Private Bank
Caleb Dawkins is a Banker in the Las Vegas office of J.P. Morgan Private Bank. He works closely with entertainers, athletes and tech entrepreneurs to advise them on financial strategies designed to grow, manage and preserve their wealth for the generations to come. Caleb delivers guidance across the entirety of the balance sheet—investing, banking, strategic borrowing and effective estate planning to address philanthropic and family goals. He has particular experience in supporting executives with their equity compensation and concentrated stock positions. Caleb brings a strong work ethic, and instills financial literacy so that others may overcome, prosper and succeed. This passion is derived from the obstacles he personally encountered, when he learned to walk through walls toward the dreams he set for himself. Before joining the Private Bank, Caleb was an auditor with Ernst & Young, focused on entertainment firms and retail companies. He plays a leadership role with J.P. Morgan’s BOLD and Advancing Black Pathways, two initiatives that help the black community chart stronger paths toward economic success and empowerment. Recently, he was one of 32 Analysts selected for the firm’s 2020 Wealth Management LEAP Program. Originally from Compton, California, Caleb was raised in Flint, Michigan, and Las Vegas, where he was named the Salutatorian of his graduating class at Mojave High School. Growing up, his father was heavily involved with running a record label, which inspired Caleb to earn a B.S. in Accounting from the University of Southern California, Leventhal School of Accounting, with a minor in Music Recording from the University’s Thornton School of Music. While in school, he interned at Warner/Chappell Music Publishing. He was also a member of the Alpha Phi Alpha Fraternity, Inc. When not in the office, Caleb enjoys boxing, hiking and aerial trapezing. He taps his fun and creative side to write and produce music with longtime friends from the industry. Caleb is intent on helping others gain a stronghold on their futures, and volunteers his time with the alumni chapter of his fraternity to offer mentorship for underserved neighborhoods.
Overview: Racial disparities impacting Black wealth have been an issue for decades. Research shows that Blacks have a drastically more difficult time investing in, managing, and multiplying assets because they frequently lack the knowledge to achieve true financial freedom. While some public and private programs are designed to increase access and address systemic disparities, our nation has yet to reach a place where it ensures equity for all races and genders. Because of this reality, it has become imperative for the Black community to look at wealth building as a “Team Sport” rather than an individual game. In this workshop, we will explore ways to intentionally and proactively use mentorship to help grow prosperity and build a lineage of new Black Millionaires.
Sponsors:
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