Patrick Dolle is an Executive Director and Market Team Lead for J.P. Morgan Private Bank in Cincinnati and Northern Kentucky. Patrick leads a group of professional bankers and specialists to help successful families plan, invest, bank and borrow. Together, they work in concert to provide holistic, integrated strategies that are tailored to the specialized needs of each family. By managing with intent, Patrick ensures that clients achieve their most meaningful ambitions.
A Cincinnati native, Patrick began his financial services career in 1989 and has spent it exclusively in the area. He looks forward to deepening the visibility and commitment that J.P. Morgan has to the region.
Before joining J.P. Morgan Private Bank, he founded and led the Cincinnati office of Hawthorn, the ultra-affluent wealth management group of PNC Bank, where he grew the group’s AUM to $2.4 billion. He began his career at Fifth Third Bank, spending nearly 20 years in a variety of leadership roles that spanned banking, investment management and wealth planning services. His industry experience also includes three years as Chief Operating Officer of Miramar Services, managing the daily operations of a multibillion-dollar family office.
Patrick’s early fascination with economics and the workings of the financial markets propelled him to victory at a citywide stock-picking competition while in high school. He went on to earn a B.A. in Economics from Ohio Wesleyan University and an M.B.A. from Xavier University, with a focus in Finance.
Patrick believes that what and how we give back to our communities is the ultimate embodiment of our legacies. He currently serves on the boards of the Cincinnati Zoo Foundation and ProKids, which oversees court-appointed special advocates for children in the foster care system.
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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。