Managing Director Chief Product Officer
Patricia McCarthy is the Chief Product Officer at J.P. Morgan Private Bank. In her leadership role, Patty is charged with accelerating the evolution of the Global Private Bank to ensure J.P. Morgan retains its reputation as one of the most innovative private banks in the world. She enjoys working with colleagues to imagine differentiated ways to deliver the best of J.P. Morgan to the firm’s clients and to enhance growth.
Patty recognizes that along with the privilege of serving clients comes great responsibility. As innovation alters the way clients conduct their lives, banking must keep up and offer seamless solutions to new and old challenges. Her focus is on identifying and executing strategies that leapfrog the competition. She believes everyone has a role in fostering innovation, and is highly adept at connecting people across the organization to create synergy and allow the best ideas to rise to the top.
Throughout a nearly two-decade career spent on evolving and changing the private wealth management space, Patty has been drawn to roles in which she can make an impact not only on the business, but on growing the next generation of leaders. Before joining J.P. Morgan, she was at Goldman Sachs for 18 years, most recently as the Chief Operating Officer of Americas Private Wealth Management and Global Head of Private Wealth Management Product. She is a former practicing private wealth management and corporate lawyer, and began her professional journey at Davis Polk & Wardwell.
Patty graduated summa cum laude from Florida International University (FIU) and received her law degree from Harvard Law School.
Raised in Miami by Cuban parents, Patty is a committed advocate for diversity, equity and inclusion. She serves as Co-Chair of the Asset & Wealth Management Hispanic Leadership Forum, and is a member of the Hispanic Executive Forum and a member of all of the firm’s Business Resource Groups. Patty is also a board member of the THANC Foundation, which develops research and education in the early detection and treatment of thyroid, head and neck cancers, and is a member of the Dean’s Advisory Council at the Green School of International and Public Affairs.
Patty lives in New York City with her husband and their two daughters. In her free time, she enjoys spending time with her family on or near the water, playing tennis, and skiing in the winter.
“J.P. Morgan Private Bank” is a brand name for private banking business conducted by JPMorgan Chase & Co. and its subsidiaries worldwide. Bank deposit accounts, such as checking, savings and bank lending, may be subject to approval. Deposit products and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC. 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. JPMorgan Chase & Co. does not practice law, and does not give tax, accounting or legal advice. We are available to consult with you and your legal and tax advisors as you move forward with your planning. 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. JPMCB and JPMS are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
請瀏覽 FINRA Brokercheck網站以了解更多我們的公司及投資專才。
投資產品（可能包括銀行管理賬戶及託管）乃由 摩根大通銀行（JPMorgan Chase Bank, N.A.）及其關聯公司（合稱「JPMCB」 ）作為其一部分信託及委託服務而提供。其他投資產品及服務（例如證券經紀及諮詢賬戶）乃由 摩根大通證券（J.P. Morgan Securities LLC）（「JPMS」）提供。摩根大通證券是金融業監管局和證券投資者保護公司的成員。JPMCB及JPMS均為受摩根大通共同控制的關聯公司。產品不一定於美國所有州份提供。請與本網站內容一併閱覽法律免責聲明。
投資產品： • 不受聯邦存款保險公司保障 • 並非摩根大通或其任何關聯公司的存款或其他債務，亦不受摩根大通或其任何關聯公司的保障 • 面臨投資風險，包括可能會損失投資本金
銀行存款產品（例如支票、儲蓄及銀行貸款）及相關服務乃由摩根大通銀行（JPMorgan Chase Bank, N.A.）提供。 摩根大通銀行是美國聯邦存款保險公司的成員。並非借貸承諾。授信額度均須經信貸審批。