Bambos oversees a team of local professionals who provide wealth management advice, strategies and services to successful individuals, family offices, foundations and endowments throughout the San Diego area. Bambos has 15+ years of experience in financial services at J.P. Morgan. Most recently, he served as a banker at J.P. Morgan Private Bank in London. Bambos began his career at the Private Bank in the Europe, Middle East. and Africa Strategy Team, and also spent 5 years advising clients in Los Angeles and the Southern California region. He graduated with Honors from the University of Bath with a B.S. in Business. Bambos has obtained the Chartered Alternative Investment Analyst (CAIA) designation, the Series 7 and 63 licenses in the US and is registered by the FCA in the UK.