Khalid Ali

Khalid Ali is an experienced financial professional currently serving as a Private Client Banker at JPMorganChase since July 2024. Previously, Khalid held the position of Sales Development Representative at Altruist, where responsibilities included partnering with Registered Investment Advisors to enhance client services through innovative Custodial SaaS solutions. Khalid’s background also includes roles as an Investment Associate at SteelPeak Wealth, managing client relationships and developing investment strategies, and as a Financial Planning Associate at AWM Capital, where monitoring client accounts and maintaining data accuracy were key functions. Early career experiences include positions as a Wealth Associate at Trilogy Financial and as a Sales Strategy & Data Analyst at Yum! Brands. Khalid holds a Bachelor of Business Administration in Finance and Financial Management Services from The University of Memphis and has studied at York University and Universidad LCI Veritas.