Your Team

A dedicated team of specialists create personalized strategies for all areas of your wealth

How We Work With You

Depending on your objectives, your banker brings together the particular experts you need


Coordinates a team of specialists for your evolving needs and serves as your primary contact.

Wealth Advisor

Creates and manages strategies in wealth planning, ownership, transfer and philanthropy.

Trust Officer

Establishes and administers trusts aligned with a range of objectives—for an individual, family or foundation.

Investment Specialist

Develops your investment plan and brings ideas based on our comprehensive view of global markets.

Lending Advisor

Customizes borrowing solutions designed to provide flexibility and liquidity, in both the near- and long‑term.

Client Service Specialist

Provides day-to-day service for your banking and account activities, requests and needs.


Sell Now?

A business owner with an attractive business grapples with the question of whether to sell or continue to grow the business.


My Next Move: A new podcast that humanizes money decisions

Discussing lifestyle, family, emotions and values in financial decision-making, Michael Liersch provides useful information aimed at helping you to reach your financial goals.


Focused on You

Pursuing your vision for tomorrow begins with the right guidance today

Personal profile

Our advice and guidance are based on a fundamental understanding of your objectives, passions and concerns

Balance sheet planning

You can expect customized strategies that consider your total assets, liabilities and cash flow, now and in the future

Expert Service

We seek to deliver advice and solutions with clarity, responsiveness and objectivity

Thought Leaders

Insights into global trends and their implications for your investments

Richard Madigan

Richard Madigan

Chief Investment Officer
Head of Investment Strategy
J.P. Morgan Private Bank

Michael Vaknin

Michael Vaknin

Chief Economist
J.P. Morgan Private Bank

Michael Cembalest

Michael Cembalest

Chairman of Market and Investment Strategy
J.P. Morgan Asset Management

Tony Werley

Tony Werley

Chief Investment Officer
J.P. Morgan Endowments & Foundations Group
J.P. Morgan Private Bank

Global Offices

Global Offices

Discover how your team of specialists works together to address your needs.

Find an office
Connect with us
We look forward to speaking with you about how we can put our local experience and global reach to work for you.