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  • The Private Bank’s mission is to build, preserve & transform our client’s wealth.

  • We work with a variety of clients to help them achieve their unique ambitions.

  • Our world-class economists, strategists, and investment specialists share their timely ideas and perspectives.

  • We have worked with clients for more than 200 years to help them achieve their unique ambitions.

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What We Do
Who We Serve
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About Us

East Bay CALIFORNIA

(925) 361-9873 Contact Number

1656 N. California Blvd

Walnut Creek, CA 94596

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Meet our team in East Bay

In East Bay, we blend financial acumen with local insight to help you unlock opportunities and reach your goals.
Connect with us today

Joshua Morgan III

Executive Director, Market Team Lead

Matthew Barshied

Managing Director, Market Manager

April Kupper, CFA®

Managing Director, Head of Investments

Verdi J. DiSesa II

Managing Director, Market Team Lead

David Lyon

Vice Chairman

Robert Keller

Vice Chairman

Olivier d Givenchy

Managing Director, CEO West Region

David Regan

Managing Director, Region Head of Investments & Advice

Let’s shape your future together in California

We’re here to help you thrive, bringing creativity and care to every opportunity in East Bay.
Connect with our team
Our East Bay team does more than manage wealth—we help you realize the full potential of your financial journey. With deep roots in the local community, our specialists can open doors to new opportunities and craft strategies that reflect your ambitions and the vibrant spirit of the East Bay. Whether you’re focused on building, preserving or transferring your wealth, we’re here to guide you every step of the way, delivering a private banking experience as dynamic as the region itself.
 
 
 
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Planning and advice that grow with you

Taking a holistic view of your lifestyle and wealth goals, a handpicked team of specialists from across the firm will partner with you to build a comprehensive plan shaped around your unique needs. With a legacy of serving some of the world’s most prominent individuals and families across generations, we can craft strategies informed by data-driven research and a deep understanding of your world.
Wealth planning & advice
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Lending strategies shaped around you

Realize your biggest ambitions with our powerful and flexible lending strategies. Whether you’re planning an acquisition, expanding real estate holdings or simply looking to access capital without disrupting your portfolio, we can help you structure credit in a way that supports your vision.
Explore lending services
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Investing in your future

At the Private Bank, we help you craft portfolios around what matters most to you. Working closely with you to develop strategies that align with your goals, our approach is built on deep research, access to exclusive opportunities and a clear understanding of your vision. Our experienced specialists can help you invest with purpose and confidence.
Investing with J.P. Morgan
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Private banking that’s powerful—and personal

Our private banking clients enjoy unmatched access to our firm’s powerful global resources, as well personalized guidance to help navigate them. For the past seven years in a row, Global Finance Magazine has named us “Best Private Bank in the World” in recognition of our unique dedication to excellence on behalf of every client.*
Explore our offerings
*Global Finance Magazine, 2026. Awards or rankings are not indicative of future success or results. Click here to learn more about third-party award selection criteria and other important information.
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Let’s build something lasting—connect with our Private Bank team in East Bay today.
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