Euromoney names J.P. Morgan “World’s Best Private Bank”
For the second year in a row, J.P. Morgan received this accolade that reflects the bank’s unwavering commitment to delivering exceptional client service.
Learn MoreAn extensive array of capabilities to meet your goals
Planning
Our specialists in tax, business strategy, estate planning and giving offer a tailored approach to your goals.
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Investing
We provide best-in-class advice and service, delivered by a global team of seasoned investment professionals.
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Lending
Credit can play a key role in your wealth plan. Access an array of solutions fit for your needs and portfolio.
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Banking
Complex finances demand more from a banking relationship. Get the flexibility to confidently meet your needs.
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Our Summit team is here and committed to your success
We do much more than manage wealth; we aim to add value to your life.Our specialists are here to open doors, explore new opportunities and help you to experience the full possibilities your wealth creates. We're always finding ways to shape an elevated private banking experience around you.
We bring you a team of specialists in Summit carefully curated to match your goals.
Local Interest
Donchez, Guthrie named “Leaders in Finance”
Each year, NJBIZ recognizes those demonstrating exceptional achievement in the financial services field with its list of “Leaders in Finance.” We’re proud to celebrate Peter Donchez, Managing Director and Investment Specialist, and Jennifer Guthrie, Executive Director and Banker, for receiving this well-deserved accolade.
Awards or rankings are not indicative of future success or results. For third-party award selection criteria and other important information, visit here.
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Deborah Kennedy Honored by NJBIZ
Deborah Kennedy was recently named to NJBIZ’s Best 50 Women in Business 2021 list. With a strong commitment to relationship building, Deborah has helped grow the New Jersey team to its current size, with average client assets of $25 million.
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Alma DeMetropolis featured on NJ.com.
With the economy in New Jersey recovering strongly from the pandemic, now is a great time to map your financial future. Read more insights from Alma DeMetropolis on NJ.com.
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New Jersey Business News: 40 Under 40
Maryann Zaleski and Jonathan Pueschel were recently profiled in NJBIZ as 40 Under 40 winners.
LEARN MOREFresh thinking that could impact your financial life
Wondering how important news and trends could impact your financial life? J.P. Morgan Private Bank's thought leaders share their insights on what's trending and what it could mean to you and your world.
