Joshua Chefec
Commercial Banking Leader | New York, NY
Joshua Chefec is a New York City–based commercial banking leader known for his experience in middle-market finance, private capital, and team leadership.
About Joshua
As a CFA Charterholder, he has built his career across leading financial institutions, including senior roles at JPMorgan Chase, where he served as Executive Director and Market Executive. In that role, he co-led a large team of commercial bankers, managed complex client relationships, and helped drive significant revenue growth across a broad portfolio of companies.
Early Start in Banking
Chefec moved to New Orleans for college, attending Tulane University. He graduated in just three years with a finance degree, helped by 29 AP credits. He didn’t wait until graduation to start working. While still in school, he took roles in wealth management offices. By his junior year, he landed an internship at J.P. Morgan in Asset & Wealth Management. “That really set the stage for everything else,” he says.
Leadership Style
Chefec believes strong leadership starts with integrity. “My industry is about doing right by people,” he says. “It’s about building trusting relationships and following your words with action.” He also values clear thinking and communication. In finance, decisions often involve complex situations. He focuses on breaking those down and staying grounded. He doesn’t overcomplicate things. “I keep lists of things, but I try not to over-engineer my career or my life,” he says.
Looking Ahead
Chefec continues to stay active outside of work. He skis, plays tennis, and enjoys cooking. He also gives back through organizations like W!SE, helping improve financial literacy and career readiness. As his career evolves, his focus remains steady: build strong teams, make thoughtful decisions, and stay grounded. And keep growing. “Success comes when you challenge yourself to grow, learn, and enrich the lives of others,” he says.
