Maggie O’Brien is a Managing Director and Market Team Lead at J.P. Morgan Private Bank in Chicago and the North Shore. In her role, Maggie oversees a team of professionals dedicated to providing high net worth individuals, families and organizations with a full range of wealth services as part of an overall wealth management strategy. Services that Maggie and her team provide include but are not limited to: investment management, financial and estate planning, trust and fiduciary, standard and customized credit solutions, and deposit and treasury management services.
Prior to joining J.P. Morgan, Maggie served in a variety of leadership positions at BMO Financial Group. In addition to leading two teams in BMO’s Wealth Management division, she also held leadership positions in Credit Risk Management and Commercial Banking and has extensive experience working directly with privately held businesses.
Maggie has served as an advisory council member for Youth Guidance’s Becoming a Man initiative in Chicago, IL and has a passion for developing others. She has created and taught a variety of financial literacy seminars for a wide range of audiences and has been a passionate advocate for the career development and mentoring of young professionals. Maggie earned a BA in Finance from Georgetown University in Washington, DC, and an MBA from the Kellogg School of Management at Northwestern University in Evanston, IL. She resides in Wilmette, IL with her husband and four children.
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JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Please read the Legal Disclaimer in conjunction with these pages.
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