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 brings over 15 years of experience in financial services at J.P. Morgan, including his recent role as a banker at J.P. Morgan Private Bank in London. Bambos began his career with the Private Bank’s Europe, Middle East, and Africa Strategy Team and later advised clients across Los Angeles and the Southern California region. He graduated with honors from the University of Bath with a BS 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 United Kingdom.