Our North Shore team is here and committed to your success
We do much more than manage wealth; we aim to add value to your life. Our specialists are here to open doors, explore new opportunities and help you to experience the full possibilities your wealth creates. We're always finding ways to shape an elevated private banking experience around you.
Wealth Advisor, Anita Sarafa receives 2023 Austin Fleming Distinguished Service Award
The Private Bank’s new Midwest Region, created in response to accelerating growth, will be led by Region Head Neal Gram and Region Head of Investments & Advice Jeramey Lynch. Maggie McGuire O’Brien and Charlie Cooper will reinforce local leadership and support the growth of the local business as Co-Heads of Chicago.
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Euromoney names J.P. Morgan “World’s Best Private Bank”
For the third year in a row, J.P. Morgan received this accolade that reflects the bank’s unwavering commitment to delivering exceptional client service.
Learn MoreAn extensive array of capabilities to meet your goals
Planning
Our specialists in tax, business strategy, estate planning and giving offer a tailored approach to your goals.
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Investing
We provide best-in-class advice and service, delivered by a global team of seasoned investment professionals.
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Lending
Credit can play a key role in your wealth plan. Access an array of solutions fit for your needs and portfolio.
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Banking
Complex finances demand more from a banking relationship. Get the flexibility to confidently meet your needs.
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We bring you a team of specialists in North Shore carefully curated to match your goals.
Local Interest
Writers Theatre names Jaime Freeman Chair of the Board of Trustees
As chair, Jaime will work to advance the theater’s mission of valuing the power of the written word and uplifting the artists who bring that word to life. For more on Jaime and the impact she’s making in the North Shore community, read more here.
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Exceptional Leadership in the Midwest
The Private Bank’s new Midwest Region, created in response to accelerating growth, will be led by a team carefully selected for its deep local experience, strong relationships, proven abilities and commitment to excellence. Region Head Neal Gram and Region Head of Investments & Advice Jeramey Lynch will lead a team of more than 200 Bankers, Wealth Advisors and Investment Specialists in eight offices.
READ MOREEmerging Family Leaders
The Private Bank’s Kristen McNamara discusses this year’s Emerging Family Leaders event—where future family leaders explore emerging trends and discuss diverse perspectives on how their wealth can make a meaningful impact. Learn more.
Ms. McNamara:
Hi, I’m Kristen McNamara, Vice President for J.P. Morgan Private Bank, and Co-Chair of the seventh annual Emerging Family Leaders event here in Chicago. This signature event has grown tremendously over the years, and the Private Bank is excited to welcome over 120 of our next-generation clients from all across the Central United States.
This year’s educational forum features panel discussions with young industry innovators on topics ranging from philanthropy, to entrepreneurship to industry disruption. Several networking opportunities provide the chance for our future family leaders to explore emerging trends and discuss diverse perspectives on how their wealth can have a meaningful impact.
I am most looking forward to our impressive lineup of speakers, and for our team to connect with our clients who have traveled from near and far to spend time with us and with each other. This unique event is one of the many ways J.P. Morgan Private Bank works with families across all generations to define and achieve their goals. I invite you to visit our J.P. Morgan website to learn more about the Private Bank, and we look forward to connecting with you soon.
Text on screen:
2019 J.P. Morgan Emerging Family Leaders - ON THE SPOT. With Kristen McNamara, Vice President.
Note:
Legal disclosures appear.
Text on screen:
The views expressed herein are those of Kristen McNamara. These views are as of this date and may differ from those of the other J.P. Morgan employees and affiliates. The views are also subject to change and there is no guarantee that they will materialize.
On screen:
An executive with long brown hair and brown eyes, Kristen McNamara, stands by a large window overlooking a city.
Ms. McNamara:
Hi, I’m Kristen McNamara, Vice President for J.P. Morgan Private Bank, and Co-Chair of the seventh annual Emerging Family Leaders event here in Chicago. This signature event has grown tremendously over the years, and the Private Bank is excited to welcome over 120 of our next-generation clients from all across the Central United States.
This year’s educational forum features panel discussions with young industry innovators on topics ranging from philanthropy, to entrepreneurship to industry disruption. Several networking opportunities provide the chance for our future family leaders to explore emerging trends and discuss diverse perspectives on how their wealth can have a meaningful impact.
I am most looking forward to our impressive lineup of speakers, and for our team to connect with our clients who have traveled from near and far to spend time with us and with each other. This unique event is one of the many ways J.P. Morgan Private Bank works with families across all generations to define and achieve their goals. I invite you to visit our J.P. Morgan website to learn more about the Private Bank, and we look forward to connecting with you soon.
On screen:
Ms. McNamara smiles.
Text on screen:
For more information, please visit: jpmorgab.com/privatebank.
Logo:
J.P. Morgan.
Note:
Legal disclosures appear.
Text on screen:
“J.P. Morgan Private Bank” is a brand name for private banking business conducted by JPMorgan Chase & Co. and its subsidiaries worldwide. 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. JPMCB and JPMS are affiliated companies under the common control of JPMorgan Chase & Co. INVESTMENT PRODUCTS. NOT FDIC INSURED. NO BANK GUARANTEE. MAY LOSE VALUE. Copyright 2019 JPMorgan Chase & Co. All rights reserved.
Fresh thinking that could impact your financial life
Wondering how important news and trends could impact your financial life? J.P. Morgan Private Bank's thought leaders share their insights on what's trending and what it could mean to you and your world.
