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  • The Private Bank’s mission is to build, preserve & transform our client’s wealth.

  • We work with a variety of clients to help them achieve their unique ambitions.

  • Our world-class economists, strategists, and investment specialists share their timely ideas and perspectives.

  • We have worked with clients for more than 200 years to help them achieve their unique ambitions.

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What We Do
Who We Serve
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About Us

Milwaukee WISCONSIN

(414) 977-2029 Contact Number

111 East Wisconsin Avenue,

22nd Floor Milwaukee, WI 53202

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Meet our team in Milwaukee

In Milwaukee, we combine strategic thinking with Midwestern values to create a private banking experience that truly serves you. 
Connect with us today

Andrew G. Keller

Managing Director, Market Manager

Jennifer J. Green

Managing Director, Head of Investments & Advice

Jeramey Lynch CFA®

Managing Director, Midwest Region Head of Investments and Advice

Neal Gram

Managing Director, Head of the Midwest Region

Let’s build your legacy here in Wisconsin

We’re here to help you make the most of your wealth.
Connect with our team
Our Milwaukee team does much more than manage wealth; we strive to add value to your life. With an understanding of the values that define Wisconsin and strong ties to its collaborative business community, our specialists can open doors to opportunities and develop strategies tailored to your unique goals. Whether you’re focused on building, preserving or transferring wealth, we’re here to help you make informed decisions at every stage of your financial life, with a uniquely elevated private banking experience built around you.
 
 
 
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Planning and advice that grow with you

Taking a holistic view of your lifestyle and wealth goals, a handpicked team of specialists from across the firm will partner with you to build a comprehensive plan shaped around your unique needs. With a legacy of serving some of the world’s most prominent individuals and families across generations, we can craft strategies informed by data-driven research and a deep understanding of your world.
Wealth planning & advice
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Lending strategies shaped around you

Realize your biggest ambitions with our powerful and flexible lending strategies. Whether you’re planning an acquisition, expanding real estate holdings or simply looking to access capital without disrupting your portfolio, we can help you structure credit in a way that supports your vision.
Explore lending services
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Investing in your future

At the Private Bank, we help you craft portfolios around what matters most to you. Working closely with you to develop strategies that align with your goals, our approach is built on deep research, access to exclusive opportunities and a clear understanding of your vision. Our experienced specialists can help you invest with purpose and confidence.
Investing with J.P. Morgan
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Private banking that’s powerful—and personal

Our private banking clients enjoy unmatched access to our firm’s powerful global resources, as well personalized guidance to help navigate them. For the past seven years in a row, Global Finance Magazine has named us “Best Private Bank in the World” in recognition of our unique dedication to excellence on behalf of every client.*
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*Global Finance Magazine, 2026. Awards or rankings are not indicative of future success or results. Click here to learn more about third-party award selection criteria and other important information.
Economy & Markets Apr 21, 2026

Job destroyer? Here’s what you need to know about AI and labor markets

Let’s build something lasting—connect with our Private Bank team in Milwaukee today.
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