Chase Alumni: Danke schön, Rolf and Birgit + RIP: Rod Porter

 
 
 
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# The Fall Members-Only CAA Reception will be held Monday, September 30, 2024, from 5:30 pm to 7:30 pm, at the JPMorgan Chase facility at 277 Park Avenue, between E 47th and E 48th streets. (Thank you, JPMC, for hosting!) The event is free for members, but you must register no later than noon (Eastern) on Wednesday, September 25, 2024. We are waiting to hear from JPMC as to which of its executives will address our group.
     To register or learn more, click here. Remember to log in first at chasealum.org so that the system recognizes you as a member.
 
NEWS & EVENTS (PAST AND FUTURE)                                           
 
# A huge thank you to Rolf Stokburger (photo), who has completed 14 years as head of the CAA Frankfurt chapter and passed the torch to Heinz Rahlves as of July 1, 2024. Stokburger, who is retiring this summer as a managing partner of the executive search firm Boyden in Germany, was ably helped during those years by his assistant, Birgit Wilde. Together, they organized annual Thanksgiving celebrations, visits to museums and art galleries, and memorable meals for Germany-based alumni. Danke schön, Rolf und Birgit! Viel Glück für Heinz!
 
HAPPY ANNIVERSARY! July 1, 2024 marks the 20th anniversary of the merger between Bank One and JPMorgan Chase -- the merger that brought JPMC Jamie Dimon. If you want to add to other Chase alumni recollections of the merger or write about its impact, send your thoughts to news@chasealum.org.
 
 
 
CAA Austria had a full house for its annual pre-summer luncheon on June 13, 2024. Click here to see photos.
 
 
 
 
# CONTEST: What will the JPM stock price be at market close on Friday, August 30, 2024? Entries are now closed. When we announced the contest on May 17, 2024, JPM shares cost $204.79. The mean of the contest guesstimates was $206.46; the average was $211.89. The stock closed on Friday, July 5, 2024 back at $204.79. The winner will receive a $250 Amazon gift card. You must be a dues-paying member of CAA to win the contest.  
 
1867-1967: A Century in the City Thanks to  Chase Alumnus Allan Wright, who shared a 57-year-old brochure celebrating Chase's first 100 years in the City of London. Due to limitations with image resolution on our website, we strongly recommend looking at the two-part posting of the brochure on a laptop or desktop, not a tablet or phone. Click on these links for PART ONE and PART TWO. We'd love to hear from alumni about changes to Chase London and Chase UK since the brochure was published...or more stories about the "good old days".
 
A new photo album for additional pictures of the CAA's May 1-10 trip to the south of France and Monaco is now up, viewable by dues-paying CAA  members. All website readers can enjoy a two-part travelogue with other photos that was posted last week. We recommend looking at it on a laptop or desktop rather than a tablet or phone. Click on these links for PART ONE and PART TWO. C'est si bon!
 
Tod Winston (photo) of NYC Audubon led an early bird walk for newbie and experienced CAA birders on Monday, May 13, 2024 in Central Park's magnificently rustic North Woods. Click here for details and imagesThe birds were plentiful (warblers! grackles! ovenbirds! a Baltimore oriole! a woodpecker! a whopping 50 species in total!) and the weather terrific. We're thinking of doing this again in the fall to welcome the birds back to NYC.
 
 
 
JPMC's Chairman and CEO, Jamie Dimon, issued his annual Letter to Shareholders as part of the 2023 Annual Report.  
 
 
 

J.P. Morgan Wealth Management posted an interesting article in honor of Presidents' Day, "U.S. Presidents Over the Years: A Timeline of Financial Events". Writer Mary Mannion works in mentions of various heritage banks that are now part of JPMorgan Chase. 
 
Gene Ret (not pictured), a privacy expert whose 30-year Chase career included privacy work, gives some practical advice on how to avoid and recover from identity theft. Gene has also added something to the article following an alumna's question. Previously, Ret wrote for us on how to reduce spam texts, emails and phone calls.
 
Click to read 's article "Jamie Dimon’s $4 Trillion Machine: He made JPMorgan Chase the biggest bank in the world. What is it, exactly?" in New York Magazine. Its editors call it "One Great Story" – and it is.
 
CAA TECH CORNER WITH DAN ALVAREZ                                       
 
Get an MFA in the art of blocking hackers who want access to your online accounts! In his sixth monthly feature dedicated to defining emerging trends in technology, in plain English, CAA board member Dan Alvarez explains why, even if it's a little extra time and effort, you should get into the habit of using MFA. The story ends with a fun riddle.
 
Dan's columns look at tech trends at a "100-level" for Luddites, brilliant (of course) but non-technologically inclined bankers and anyone else in the financial world embarrassed to ask basic questions while looking at the "big picture". 
 
LIFE AFTER CHASE                                                                            
 

Dave Farrell had a short tenure with The Chase Manhattan Bank of South Africa before The Standard Bank of South Africa (SBSA) absorbed Chase's three South African branches, but Chase left an impression and opened up his world. Farrell's account includes many "bankers in danger" moments of his lifetime in African banking, which, he says, is not for the faint of heart.
 
 
 
EVENT PHOTOS                                                                                  
 
# Remember: Dues-paying Chase Alumni Association members can explore the numerous photo albums on the website. 
 
MOMENTS IN BANK HISTORY                                                           
(And remember...you have friends at Chase Alumni who want to see photos of your  Bank memorabilia! Please send to news@chasealum.org.)
 
Object(s) of the Week:  86-page booklet published by the Bank of the Manhattan Company in 1937.  The Manhattan Company, a New York bank and holding company established on September 1, 1799, is the oldest of the predecessor institutions that eventually formed the current JPMorgan Chase.
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
For 10 years at least, Chase Manhattan ran ads for the CMB Personal Trust Department featuring chained, supersized (nest) eggs. See how the ad campaign evolved and presented ideas for retirement over the 14 ads we've captured from the 1950s and 1960s. (Two separate posts)
 
 
 
 
 
 
Bank Culture: Values Learned and Retained – We've added a story by John Sellers to a series in which alumni articulate how corporate culture shaped the banks they worked at and how corporate culture differed among the banks that are now under the JPMorgan Chase umbrella. Sellers looks at the cultures of JPM, Chase Manhattan, Salomon Bros, Paribas and Citi.  
     Please send your thoughts – or full-blown essays – to Andrea at  news@chasealum.orgPlease indicate which bank you worked for and when, and at what stage of your career. Here are some prompts for responses: How were you made aware of expected values, beliefs, behaviors? Were they set at the top or by your more immediate managers? Were they ever challenged in the heat of battle -- or after your bank may have merged with another? Did aspects of the initial culture stay with you always?  
 
Object(s) of the Week Follow-up: First Republic Bank Collectible Lip Moisturizer in Natural Mint. When we ran this, we asked our readers, "What do you think the 'unfamiliar words' would be?" We expected someone to say, "No collateral is necessary," or "Who cares about risk?" Instead, we got a wonderful list of unfamiliar (or at least somewhat tricky-to-use-in-a-sentence) words from alumni author Ralph White. Click here to see his list. Oh – and Ralph's sensational memoir, Getting Out of Saigon: How a 27-Year-Old Banker Saved 113 Vietnamese Civilians, came out in paperback on April 9, 2024.  

 
 
Gene Berry sent us a brochure used to recruit potential MBAs and college students to Chase in the late 1970s. Click here to see the inside of the brochure, which features such CAA members as Peter Holzer, Bill Flanz, Sally French (Phelps), John Oakes, Amy Gadol, Bruce Gregory and Ben Jinks, as well as Gene Berry. See if you can find someone you know! Below, see a map showing Chase's global footprint at the time.
 
 
 
 
 
Hong Lien Nguyen recalls how she was hired in 1966 for the new Chase Manhattan branch in Saigon and how, after "Black April" – the fall of Saigon in 1975 – she continued to work for Chase in New York and the Ivory Coast, retiring after 30 years with the bank.
 
 
 
 
 
 
LOOKING FOR INPUT...                                                                                                 
We're always looking for new Lives After Chase (in non-financial areas) and Moments in Bank History. We also welcome new contributions to such existing series of articles as: Ex-Pat Housing, Corruption, Mentors, Bankers in Danger and our newest, Corporate Culture. Please remember to send your story or story ideas to Andrea at news@chasealum.org. As always, you can write something up, or Andrea can interview you and write it up for you.
 
POLICY CHANGE: We're following up on an alumnus suggestion that when we publish  comments from CAA members, we identify the writers by the years they worked for Chase, Chemical, MHT, First Chicago, WaMu or whatever bank that is now part of JPMorgan Chase. So when you write in, please remember to provide that information.
Many thanks in advance!
IN MEMORIAM                                                                                     

Please send remembrances and news of recent alumni deaths to news@chasealum.org

Robert Roderick (Rod) Porter, 79, of The Plains, VA, died on June 20, 2024. A former Senior VP at Chemical Bank, who managed its Tokyo and London offices and led its Asset Liability Committee, Porter started two banks in Virginia, with the help of former Chemical colleagues. 

 
 
 

H. Peers Brewer, 89, died on May 2, 2024 in Wilton, CT. He worked in the Trust, Insurance and Risk Management departments over a 34-year career at Manufacturers Hanover Trust, Chemical and Chase.  

 
 
 
 
 
 
Dominique Clavel, 81, died in New York on April 18, 2024. In a 30+-year career at Chase Manhattan, he worked in Europe, Asia and New York, retiring in 1999. We have posted several remembrances.
 
 
 
 
 
 
Richard "Dick" Wharton died in Connecticut on April 23, 2024, age 85. He had been a Branch Banking Division executive at Chase Manhattan in the 1970s.
 
 
 
 
 
 
 
 
We only just learned of the December 16, 2023 death of Frederick (Rick) W. Geissinger, a greatly admired senior executive at Chase Manhattan in the United States and Japan who mentored many Chase colleagues even after he left the bank. He was 78 years old and died in Stuart, FL. Several remembrances have been posted.
 
 
 

How Best to Use the CAA Membership Directory                         

If you have not done so recently, please update
the information in your profile, so that the CAA and other members would be better able to contact you. Using the Membership Directory is a privilege of dues-paying CAA members.
 
Now get a refresher on how to best use the membership directory to find an individual or
groups of individuals you would like to contact. (Note that only dues-paying members have
access to the directory.).
 
To get to the directory, log in at www.chasealum.org. On the home page menu, click on Membership and then Member Directory.
 
When searching by name, or in any of the other search areas, we advise starting by putting in less information in the search field. For example, if you want to find William Smith, type only Smith in the Search by Name box; if you put in “William Smith” and he is calling himself Bill Smith in his profile, you will not find him.
 
If you want to find members who live near you, enter the city, state or country (or any combination) under Location. The Years at Chase search is very valuable. Type in 1996-2005, for instance, and you will find everyone who worked for the bank (including heritage banks) during those years. You can narrow your search by also typing in a location or job title.

Once you have entered the search words, click on Search at the bottom of the page. When members’ names appear, click on their names to obtain more detailed information about them.

If you have any problem with any of this, contact Ken Jablon at jablonkt@aol.com.

As always: If the links do not work for you, you can always access the latest stories by logging on to CAA's web site.

If you have any questions, please send an e-mail to Ken Jablon or call Ken (during normal working hours) at 212-799-9525.

By the by: Don't forget to explore the rest of the CAA Web site. (www.chasealum.org) Just click on the home page menu buttons to find the news archive, photo album, membership directory, past In Memoriams and benefit information.

 

The Board of the Chase Alumni Association  

          
 
 
 
 
 
 
 





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