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Subject: Thomas Gottstein
Subject of Interest
Dr. Thomas Gottstein is the CEO of Credit Suisse AG since Feb 2020. Dr. Gottstein was previously employed as a Chief Executive Officer by Credit Suisse (Schweiz) AG from 2016 to 2020. At Credit Suisse, he was also working at the Investment Banking Department Switzerland (1999-2002), he was the Head Equity Capital Markets Switzerland, Zurich (2002-2005), Austria and Scandinavia, London (2005-2007), Co-Head of Equity Capital Markets EMEA (2007-2009), Head of Investment Banking Coverage Switzerland (2010-2013), Head of Premium Clients Switzerland & Global External Asset Managers (2014-2015), CEO Swiss Universal Bank (2015-2020), and CEO of Credit Suisse (Schweiz) AG (2016-2020). In 1999, he started his career as a Group Controller in Zurich, and later on, he went to London to become an expert for Telecoms Investment Banking and Equity Capital Markets. He holds a Degree in Business Administration and Economics in 1989 and a Ph.D. in Finance and Accounting from the University of Zurich.
Subject: Lydie Hudson
Subject of Interest
Lydie Hudson is the Chief Compliance and Regulatory Affairs Officer at Credit Suisse AG and has been with Credit Suisse since 2008. She is also a member of the Executive Board of Credit Suisse Group AG and Credit Suisse AG since 2019. Prior to that, she worked at The Boston Consulting Group as a consultant and the Lehman Brothers as an associate analyst. Hudson received her Masters in Business Administration (MBA) at Harvard Business School
Subject: Romeo Cerutti
Subject of Interest
Romeo Cerutti is the General Counsel of Credit Suisse and a member of the Executive Board of Credit Suisse Group AG and Credit Suisse AG since 2009. Prior to that he was a partner at Lombard Odier Darier Hentsch & Cie Group Holding. He worked at Homburger Rechtsanwälte, Zurich, Attorney at Law, & Latham & Watkins, Los Angeles, Attorney at Law. He received his Post-doctorate degree in Law (Habilitation), University of Fribourg and was admitted to the bar of the State of California.
Subject: Gordon Smith
Subject of Interest
Gordon Smith became Co-President and Chief Operating Officer of JPMorgan Chase in 2018. He is also the CEO of Consumer & Community Banking. Smith joined Chase in 2007. He served first as CEO of Card and then of the Card, Merchant Services and Auto Finance businesses before taking over Consumer & Community Banking in 2012. Before joining Chase, he spent more than 25 years at American Express. From 2005 until 2007, he was President of the Global Commercial Card business. Smith holds a master’s degree from the Thunderbird School of Global Management.
Subject: Peter Scher
Subject of Interest
Peter Scher is Chairman of the Mid-Atlantic JP Morgan Chase region, Head of Corporate Responsibility and serves as a member of the firm’s Operating Committee. Scher serves as the firm’s senior executive in the Mid-Atlantic region overseeing commercial banking, asset management, investment banking and consumer banking throughout Pennsylvania, Delaware, Virginia, Maryland and the District of Columbia. Prior to joining JPMorgan Chase in 2008, Scher was the Managing Partner of the Washington, D.C. office of Mayer Brown LLP and earlier served as the Chairman of the firm’s Government and Global Trade Practice. Scher spent nearly a decade in public service. Nominated by President Clinton, he was confirmed by the United States Senate as U.S. Special Trade Ambassador and served as one of the lead U.S. negotiators on China’s entry into the World Trade Organization. He previously served as Chief of Staff for the U.S. Trade Representative and the U.S. Department of Commerce, Staff Director for the Senate Committee on Environment and Public Works and Chief of Staff to former U.S. Senator Max Baucus. Scher received his B.A. from American University (AU) and his J.D. from AU’s Washington College of Law.
Subject: Daniel Pinto
Subject of Interest
Daniel Pinto is Co-President and Chief Operating Officer of JPMorgan Chase, a leading global financial services firm, and a member of its Operating Committee. He is also CEO of its Corporate & Investment Bank, an industry leader in investment banking, trading markets and investor services. Daniel holds a bachelor’s degree in Public Accounting and Business Administration from Universidad Nacional de Lomas de Zamora in Buenos Aires. He is a member of the Board of Directors of the Institute of International Finance.
Subject: Jennifer Piepszak
Subject of Interest
Jennifer Piepszak is the Chief Financial Officer for JPMorgan Chase & Co. and a member of its Operating Committee. Piepszak has been with JPMorgan Chase for more than 25 years, the last seven in the firm’s Consumer & Community Banking division. Piepszak holds a Bachelor of Science degree from Fairfield University .
Subject: Doug Petno
Subject of Interest
Doug Petno is the Chief Executive Officer of Commercial Banking, one of the firm’s four lines of business. He reports to Jamie Dimon, Chairman and CEO, and is a member of the firm’s Operating Committee. Petno has more than 30 years of experience at the firm. Prior to his current role, Doug was Global Head of J.P. Morgan’s Natural Resources Investment Banking Group. Petno is on the Board of the American Bankers Association. He received an A.B. degree in Biology from Wabash College and holds a Master of Business Administration from the University of Rochester’s Simon School of Business.
Subject: Stacey Friedman
Subject of Interest
Stacey Friedman is Executive Vice President and General Counsel for JPMorgan Chase & Co. She also serves as a member of the firm’s Operating Committee. She joined the company in 2012 from Sullivan & Cromwell LLP, where she was a partner in the firm’s Litigation Group and a key advisor to the firm. Prior to joining Sullivan & Cromwell, Friedman was a clerk for the Honorable Gary L. Taylor, United States District Court, Central District of California. She received her B.A. from the University of California, Los Angeles, and J.D. from Duke University School of Law. Prior to law school, she worked for Senator Dianne Feinstein.
Subject: Mary Callahan Erdoes
Subject of Interest
Mary Callahan Erdoes is Chief Executive Officer of JPMorgan Chase’s Asset & Wealth Management line of business. Since joining the firm 20 years ago, Erdoes has held senior roles across Asset & Wealth Management before becoming its CEO in 2009 and joining the JPMorgan Chase Operating Committee, the firm’s most senior management team. Erdoes serves on the Federal Reserve Bank of New York’s Investor Advisory Committee on Financial Markets, and on the boards of the U.S.-China Business Council and the Robin Hood Foundation of New York City. She received her MBA at Harvard University.
Subject: Lori Beer
Subject of Interest
Lori Beer is the Global Chief Information Officer (CIO) of JPMorgan Chase & Co. and a member of the company’s Operating Committee, responsible for the firm’s technology systems and infrastructure worldwide. Beer joined the firm in 2014, and was most recently the Chief Information Officer for the Corporate & Investment Bank (CIB). Prior to joining the firm she was Executive Vice President of Specialty Businesses and Information Technology for WellPoint, Inc. Beer holds a Bachelor of Science degree in Computer Science from the University of Dayton.
Subject: Ashley Bacon
Subject of Interest
Ashley Bacon is the Chief Risk Officer of JPMorgan Chase & Co. and a member of the firm’s Operating Committee. He is responsible for the Risk Management and Compliance organization across the Corporate & Investment Bank, Consumer & Community Banking, Asset & Wealth Management, Commercial Banking and the firm’s corporate activities. Bacon joined the Risk organization in 2006. Before joining J.P. Morgan, he traded international government bonds for Daiwa Securities. Bacon holds a degree in Monetary Economics from the London School of Economics.
Subject: Jamie Dimon
Subject of Interest
Jamie Dimon is Chairman of the Board and Chief Executive Officer of JPMorgan Chase & Co. He was named President and Chief Operating Officer upon the company’s merger with Bank One Corporation in 2004. Dimon began his career at American Express Company. Next, he served as Chief Financial Officer and then President at Commercial Credit. Dimon served as President and Chief Operating Officer of Travelers from 1990 through 1998 while concurrently serving as Chief Operating Officer of its Smith Barney Inc. subsidiary before becoming co-Chairman and Co-CEO of the combined brokerage following the 1997 merger of Smith Barney and Salomon Brothers. In 1998, Dimon was named President of Citigroup Inc., the global financial services company formed by the combination of Travelers Group and Citicorp. He graduated at Harvard Business School. Dimon is also the Chairman of the Business Roundtable and serves on the executive committee of the Business Council and the Partnership for New York City, and is a member of the Financial Services Forum, Financial Services Roundtable and Council on Foreign Relations.
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