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A man sets a film camera on a tripod. He focuses the lens.

He turns on bright lights. Men talk to each other in a conference room.

More men speak to each other in another conference room. Sun floods in through the windows.

Men talk to each other in an office.

Text: Leadership Spotlight, Summit, New Jersey. Two of the men seen earlier now walk down a tree lined street together and chat. Text: Kevin Morrison, Market Manager, JP Morgan Private Bank Summit.

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The most important thing about having a leadership team is that everybody trusts each other and respects what they can bring to the table. So we're a very flat organization. We have a lot of people on our team but I think all of our advisors really respect how we make decisions and how we communicate decisions to the team.

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Peter Donchez, Head of Investments and Advice, JP Morgan Private Bank Summit.

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The team we have is so collaborative. They're so thoughtful. We can challenge each other. We can make each other better in so many different ways.

Most of us have been here for 15 years in our leadership group, some for even longer. So we've seen this place grow. We've seen this place evolve. But importantly, that means we've been working with our team for those 15 or more years. And when you get to know people intimately, individually, you get to know their families, You get to know their wants, their desires, what motivates them, how to help them in their careers.

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Jon Pueschel, Market Team Lead, JP Morgan Private Bank Summit.

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I absolutely benefited from starting my career here. Many people in my generation tend to switch jobs every few years, but I very much saw that there was a path here for me. And frankly, in this industry, I think that longevity really does matter. When we were working with clients, our job is to understand our client's situation, but also understand how the broader resources and scale of the firm can be there to support clients. And so I think that being here for a long time has really allowed me to learn more about the firm and more about how to deliver that to clients.

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Chris Gribble, Market Team Lead, JP Morgan Private Bank Summit.

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I don't think this leadership group would be in the condition that we're in. I don't even think we would be in the roles that we're in today if we weren't exposed to really strong leaders and great mentors along the way.

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He walks with another man down a hallway. A young woman sits in a presentation and takes notes.

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The way that we're structured right now, being very tenured, it's important to pass along a lot of those intangibles that we've built over the years to the next generation.

I think here, the one difference that I've noticed in my career here that's certainly somewhat differentiated is the consistency that we have around our analysts and around their ability to participate in meetings-- really lead strategic initiatives from the front. We like to say we delegate here with agency. We allow folks to be put in positions knowing that there's a safety net underneath them if anything should come up. We certainly want them to create the confidence in order to get to the next leg of their career.

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Peter Donchez speaks.

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I think our clients can very much come in and understand and feel the warmth of our office. When they walk in here, it's not only a beautiful space, but it's an office that's built upon friendships, upon relationships, upon love of what we do. There's a couple examples across the team, but one of my colleagues is the godfather of my third daughter.

And so when I'm trying to help other people, I'm not just trying to help a colleague. They're not just trying to help me. We're really looking out for each other.

Because our families are hanging out on the weekends. Our families each other. They want to be involved in each other's lives. And it's an incredible compounding of effort and outcomes.

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Chris Gribble speaks.

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We don't look to create a transactional experience here. And I think in order to create something more genuine, more thoughtful, more intentional, you need to be part of the fabric of your communities. And I think New Jersey is a state where you can't necessarily fake that, right?

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A clock tower in Summit. Women speak to each other in an office. Large white mansions from above.

(SPEECH)

So it's important that the composition of the team reflects the opportunity set both from a horizontal perspective-- geographies, different cultures-- as well as a vertical perspective. There are a lot of different businesses that thrive here in the state. There's real estate, logistics, financial services, health care. We have to have folks that ultimately reflect similar values and traits that are demonstrated in these various businesses throughout the state.

I

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Jon Pueschel speaks.

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think that we have grown a lot over the last 5 to 10 years in headcount, and as a business overall. We have a really good group of people here, and I think that that all stems from the top on down.

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Kevin Morrison speaks.

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Like anything in life, I think you just really want to leave a legacy and leave the place better after you leave than before you got there. And so that's really important to me. I'd love to look back 10, 20 years from now and see some of our most junior advisors leading the team, our business continuing to grow, and us being able to tell our story to more clients to be helpful and help them achieve their financial goals.

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The town of Summit from above. It has many trees. Text: J.P. Morgan PRIVATE BANK

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