Palo Alto CALIFORNIA

(650) 853-3283 Contact Number

3223 Hanover Street, 1st Floor

Palo Alto, CA 94301

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Meet our team in Palo Alto

At the center of innovation and ambition, our team brings financial acumen, global perspective and a human approach to help you move forward.

We’re built for what’s next

In the birthplace of industry-shaping ideas, J.P. Morgan Private Bank in Palo Alto is built to think differently.
Connect with our team
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Verdi DiSesa, Flynn O'Hara Govern and Gigi Orta discuss how our dynamic and talented team in Northern California can help you and your family achieve your goals and make an impact. Watch here.
We don’t just manage wealth—we partner with founders, builders and changemakers redefining the future. With deep experience and a focus on holistic, multigenerational planning, we offer an elevated banking experience built around you. When you partner with us, expect lifelong relationships, tailored strategies and a distinctly human approach to meeting your goals.
 
 
 
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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.
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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.
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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.
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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.*
*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.
Family Feb 13, 2026

The vital role prenups play in protecting family wealth

Let’s build something lasting—connect with our Private Bank team in Palo Alto today.