Our Pasadena 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.
Our Pasadena Team Prioritizes You.
Katie Body, Nick Smith, and the Pasadena team discuss how, by providing tailored advice, customized strategies and access to vast global resources, our Pasadena team can help you achieve your goals and make an impact.
[EMPOWERING MUSIC]
At JP Morgan's Private Bank office in Pasadena, we have an incredible team of private bankers who are dedicated to serving their clients. We lead with advice. We really want to spend more time listening to our clients' needs than telling them our views or what we know. The more we listen, the better we understand what they're trying to achieve, the better we're able to leverage the resources of the entire firm of JP Morgan and help guide them and their family to make good financial decisions.
The reason I love being in Pasadena is I-- my family lives here. They go to school here, my kids play here. This is our community. And when you have something great that you want to show the world, you want to bring it to your community. And bringing this office to Pasadena allows me to take care of the people that I care about.
Everyone on this team has a different story. If you went down our floor and talked to the 20 different people on the floor, they're going to have a different reason why they're here and a community that's important to them. And they're going to bring those community members along for the ride.
We really took our time building this team, building this office, and we're thrilled to share it with everybody. So we hope everybody in the community comes in and sees us. Pasadena is such a great city. We have so much going on. We have an incredible amount of nonprofits, institutions of higher learning, cultural events, and the people who've made this community are ones that we are just honored to work with.
JP Morgan is getting involved in the community on a first-hand basis. We are making financial commitments to the community. We're involved with the Rose Bowl, with the Huntington, and many of the bankers in the office, including myself, are getting involved with local boards and actually spending the time to actually give back to the local community, not just saying that they're doing it. So that makes you feel great.
I think one of the special things about this Pasadena office is that we have so much diversity, and we have diversity across age, experience, ethnicity, whatever it may be. And I think this is very important because when connecting with clients from different backgrounds, we always have someone in the office that has some shared experience which we can bring them to the meeting, or I can just piggyback off them and pick their brain and see how I may better connect to a prospect or client that comes from that shared experience.
With JP Morgan Private Bank in Pasadena, we're all working very hard to deliver the best client outcome. We're genuinely interested in helping families succeed financially. Not only that, we help clients transition their hard-earned wealth from one generation to the next, teach their children how to protect their family assets, helping clients set up family foundations and donor-advised funds, advise clients on presale planning and postsale asset management. It is not just a day job. We genuinely want to help clients and make a positive impact to the family.
My favorite part of walking in the door every day, and I'm working at this place, is getting to solve complex problems for my clients. I get to bring the global resources of JP Morgan to my community, and I get to do it with people that I care about. There's nothing like winning with your team and your clients together, and I get to do that every day.
Our Private Bank here in Pasadena has an incredible opportunity. There is so much growth happening in Pasadena. It's a hub of innovation. It's a hub of culture. And we're here to be partners with our clients, help steward their financial lives, and help to grow alongside of them.
(SPEECH)
[EMPOWERING MUSIC]
(DESCRIPTION)
Text: J.P.Morgan PRIVATE BANK. INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JP MORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES, SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Pasadena City Hall. Text, Local Look Pasadena
A glass door into a room with flowers on a table reads J.P. Morgan and the window looks out over the rooftops of Pasadena.
Text: Katie Brody, MARKET TEAM LEAD, J.P. MORGAN PRIVATE BANK PASADENA
(SPEECH)
At JP Morgan's Private Bank office in Pasadena, we have an incredible team of private bankers who are dedicated to serving their clients. We lead with advice. We really want to spend more time listening to our clients' needs than telling them our views or what we know.
(DESCRIPTION)
Katie talking to clients, walking the halls on the phone, and in a conference.
(SPEECH)
The more we listen, the better we understand what they're trying to achieve, the better we're able to leverage the resources of the entire firm of JP Morgan and help guide them and their family to make good financial decisions.
The reason I love being in Pasadena is I-- my family lives here. They go to school here, my kids play here. This is our community.
(DESCRIPTION)
Text: Nick Smith, PRIVATE BANKER, J.P. MORGAN PRIVATE BANK PASADENA
(SPEECH)
And when you have something great that you want to show the world, you want to bring it to your community. And bringing this office to Pasadena allows me to take care of the people that I care about.
(DESCRIPTION)
Nick speaking with coworkers.
(SPEECH)
Everyone on this team has a different story. If you went down our floor and talked to the 20 different people on the floor, they're going to have a different reason why they're here and a community that's important to them. And they're going to bring those community members along for the ride.
(DESCRIPTION)
Text: Erica White, PRIVATE BANKER, J.P. MORGAN PRIVATE BANK PASADENA
(SPEECH)
We really took our time building this team, building this office, and we're thrilled to share it with everybody. So we hope everybody in the community comes in and sees us. Pasadena is such a great city.
(DESCRIPTION)
Empty private conference rooms, the dome of Pasadena City Hall
(SPEECH)
We have so much going on. We have an incredible amount of nonprofits, institutions of higher learning, cultural events, and the people who've made this community are ones that we are just honored to work with.
(DESCRIPTION)
Text: Felix Urena, PRIVATE BANKER, J.P. MORGAN PRIVATE BANK PASADENA
(SPEECH)
JP Morgan is getting involved in the community on a first-hand basis.
(DESCRIPTION)
The Rose Bowl stadium, a stately building with a sign that reads The Tournament of Roses.
(SPEECH)
We are making financial commitments to the community. We're involved with the Rose Bowl, with the Huntington, and many of the bankers in the office, including myself, are getting involved with local boards and actually spending the time to actually give back to the local community, not just saying that they're doing it. So that makes you feel great.
I think one of the special things about this Pasadena office is that we have so much diversity, and we have diversity across age, experience, ethnicity, whatever it may be.
(DESCRIPTION)
Text: Malcolm Johnson, PRIVATE BANKER, J.P. MORGAN PRIVATE BANK PASADENA
(SPEECH)
And I think this is very important because when connecting with clients from different backgrounds, we always have someone in the office that has some shared experience which we can bring them to the meeting, or I can just piggyback off them and pick their brain and see how I may better connect to a prospect or client that comes from that shared experience.
With JP Morgan Private Bank in Pasadena, we're all working very hard to deliver the best client outcome.
(DESCRIPTION)
Text: Helen Mah, PRIVATE BANKER, J.P. MORGAN PRIVATE BANK PASADENA
(SPEECH)
We're genuinely interested in helping families succeed financially. Not only that, we help clients transition their hard-earned wealth from one generation to the next, teach their children how to protect their family assets, helping clients set up family foundations and donor-advised funds, advise clients on presale planning and postsale asset management. It is not just a day job.
(DESCRIPTION)
Helen talking on the phone, speaking in a conference room and with clients.
(SPEECH)
We genuinely want to help clients and make a positive impact to the family.
My favorite part of walking in the door every day, and I'm working at this place, is getting to solve complex problems for my clients. I get to bring the global resources of JP Morgan to my community, and I get to do it with people that I care about. There's nothing like winning with your team and your clients together, and I get to do that every day.
Our Private Bank here in Pasadena has an incredible opportunity. There is so much growth happening in Pasadena. It's a hub of innovation. It's a hub of culture. And we're here to be partners with our clients, help steward their financial lives, and help to grow alongside of them.
(DESCRIPTION)
The dome of the Pasadena City Hall building.
We are inspired by the resilience of everyone involved in the Southern California wildfire relief efforts and deeply proud of our team for supporting each other and meeting our clients' urgent needs. As the situation evolves, we remain committed to rebuilding and fostering long-term growth in Los Angeles County.
The LA city skyline. Text: We're here for you, California
Text: J.P.Morgan PRIVATE BANK
KEY RISKS, This material is for information purposes only, and may inform you of certain products and services offered by private banking businesses part of JPMorgan Chase & Co. ("JPM"). Products and services described, as well as associated fees, charges and interest rates, are subject to change in accordance with the applicable account agreements and may differ among geographic locations. Not all products and services are offered at all locations. If you are a person with a disability and need additional support accessing this material, please contact your JP Morgan team or email us at accessibility.support@j p morgan.com for assistance. Please read all Important Information. GENERAL RISKS & CONSIDERATIONS, Any views strategies or products discussed in this material may not be appropriate for all individuals and are subject to risks. Investors may get back less than they invested, and past performance is not a reliable indicator of future results. Asset allocation/diversification does not guarantee a profit or protect against loss. Nothing in this material should be relied upon in isolation for the purpose of making an investment decision. You are urged to consider carefully whether the services, products, asset classes (e.g. equities, fixed income, alternative investments, commodities, etc.) or strategies discussed are suitable to your needs. You must also consider the objectives, risks, charges. and expenses associated with an investment service product or strategy price to making in investment decision. For this and more complete information including discussion of your goals/situation contact your JP Morgan team. NON-RELIANCE, Certain information contained in this material is believed to be reliable, however, JPM does not represent or warrant its accuracy reliability or completeness or accept any liability for any loss or damage (whether direct or indirect) arising out of the use of all or any part of this material. No representation or warranty should to made with regard to any computations, graphs, tables diagrams or commentary in this material which are provided for illustration/ reference purposes only. The views, opinions, estimates, and strategies expressed in this material constitute our judgment based on current market conditions and are subject to change without notice. JPM assumes no duty to update any information in this material in the event that such information changes. Views, opinions, estimates and strategies expressed herein may differ from those expressed try other areas of JPM, views expressed for other purposes or in other contexts and this material should not be regarded as a research report.
Any projected results and risks are based solely on hypothetical examples cited and actual results and risks will vary depending on specific circumstances. Forward-looking statements should not be considered as guarantees or predictions of future events. Nothing in this document stall be construed as giving rise to any duty of care owed to or advisory relationship with you or any third party. Nothing in this document shall be regarded as an offer, solicitation, recommendation or advice (whether financial, accounting, legal, tax or other) given by JP Morgan and/or in officers or employees, irrespective of whether or not such communication was given at your request. JP Morgan and its affiliates and employees do not provide tax, legal or accounting advice. You should consult your can tax, legal and accounting advisors before engaging in any financial transactions. LEGAL ENTITY BRAND & REGULATORY INFORMATION, In the United States, bank deposit accounts and related services, such as checking savings and bank lending are offered by JPMorgan Chase Bank N.A. Member FDIC. JPMorgan Chase Bank, N.A. and its affiliates (collectively JPMCB") offer investment products, which may include bank managed investment 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 JP Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPM. Products not available in all states. References to "JP Morgan" are to JPM, its subsidiaries and affiliates worldwide "JP Morgan Private Bank" is the brand name for the private banking business conducted by JPM. This material is intended for your personal use and should not be circulated to or used by any other person or duplicated for non-personal use, without our permission. If you have any questions or no longer wish to receive these communications, please contact your J.P. Morgan team. Copyright 2025 JPMorgan Chase & Co. All rights reserved.
Meet Katie Brody, Managing Director and Team Lead at J.P. Morgan Private Bank, Pasadena.
Katie draws upon her diverse experience to provide customized financial solutions that reflect best practices and align with each client's distinct objectives. She leads a dedicated team of advisors and specialists, crafting strategies to address the complex needs of affluent families in Pasadena.
[MUSIC PLAYING]
Hi, I'm Katie Brody. I'm the market team lead for JP Morgan's Private Bank office here in Pasadena, and this is my leadership spotlight.
I'm a California girl at heart, but I grew up in New Jersey. I grew up in North Jersey, and I attended Georgetown University in Washington, DC for my undergraduate degree. I moved to New York City after college. I worked at an investment bank on Wall Street for a few years. I started in the summer of 2008 at the peak of the financial crisis, so it was an interesting time to have my introduction to finance. I spent a few years there, and then I left to pursue something different.
[MUSIC PLAYING]
I attended culinary school in New York City, where I studied baking and pastry art. I had always loved baking and preparing special desserts for family and friends for celebrations. Fast forward a couple of years and I moved to Los Angeles. I came back into finance after spending some time in the culinary world, so I like to say I went from banking to baking and back to banking. And what I found was working with private clients in so many ways was similar to what really drew me into hospitality.
In the Private Bank, our core offering is really delivering exceptional value and exceptional service to our clients. We really strive to deliver an elevated experience in banking, and that's at the core of what we do here in the Private Bank and was so similar to many of the reasons I was drawn into hospitality.
What brings me in every day excited to come to work is the people. It's the amazing clients that we work with, and it's our incredible team. I'm so inspired each day by our team. They bring their full selves to work. They are extraordinarily dedicated to their clients and to our firm and to our business, and it's amazing to see. It makes me want to do better. It makes me want to learn and grow and keep pushing forward to grow our team, our business, and the impact that we can have here in Pasadena.
[MUSIC PLAYING]
Pasadena is a center of innovation. It's a hub of culture. There is so much creativity and business growth going on here and so much that's drawing new families to come and have their kids go to school here and build their lives here. One of the things that makes Pasadena so unique is the commitment that so many Pasadena folks have to their community. It's one of the most philanthropic cities in the country. It has more non-for-profits per capita than almost any city in the United States. So a big part of what we're trying to do to show up in the community and show our commitment as our JP Morgan team is engage with different community organizations, offer our skills and resources.
It's been a privilege to have the opportunity to introduce our private bank brand to a new market. We're meeting new families. We're bringing in talented bankers, and to be part of the success journey of our entire team is something that I find so much value and meaning every day when I come into work. It's working one on one with my team. It's working with my clients and their clients really to help grow our business and the impact that we can have in the community here in Pasadena.
Someone said to me recently that as a leader your voice is a little louder. So I think a lot about how I can use that power to elevate my team. I think it's my responsibility to uncover the superpower of each person on our team and really to shine light on that and to help elevate them and bring out their strengths. So using my voice, which can be a little bit louder to help raise up the whole team is the responsibility that I have and the legacy that I want to leave with the team in Pasadena.
(SPEECH)
[MUSIC PLAYING]
(DESCRIPTION)
Text: J P Morgan Private Bank.
(SPEECH)
Hi, I'm Katie Brody. I'm the market team lead for JP Morgan's Private Bank office here in Pasadena, and this is my leadership spotlight.
(DESCRIPTION)
A person positions a film camera on a stand and adjusts its settings.
A filming light turns on in a cool white tone.
Katie sits down on a film set and her appearance is seen through a camera lens.
A person uses a clapper board in front of Katie.
Text: Leadership Spotligh, Katie Brody.
(SPEECH)
I'm a California girl at heart, but I grew up in New Jersey. I grew up in North Jersey, and I attended Georgetown University in Washington, DC for my undergraduate degree. I moved to New York City after college. I worked at an investment bank on Wall Street for a few years. I started in the summer of 2008 at the peak of the financial crisis, so it was an interesting time to have my introduction to finance. I spent a few years there, and then I left to pursue something different.
(DESCRIPTION)
Katie walks with a coworker in an office building.
Sunlight shines on skyscrapers.
(SPEECH)
[MUSIC PLAYING]
I attended culinary school in New York City, where I studied baking and pastry art. I had always loved baking and preparing special desserts for family and friends for celebrations. Fast forward a couple of years and I moved to Los Angeles. I came back into finance after spending some time in the culinary world, so I like to say I went from banking to baking and back to banking. And what I found was working with private clients in so many ways was similar to what really drew me into hospitality.
In the Private Bank, our core offering is really delivering exceptional value and exceptional service to our clients. We really strive to deliver an elevated experience in banking, and that's at the core of what we do here in the Private Bank and was so similar to many of the reasons I was drawn into hospitality.
What brings me in every day excited to come to work is the people. It's the amazing clients that we work with, and it's our incredible team. I'm so inspired each day by our team. They bring their full selves to work. They are extraordinarily dedicated to their clients and to our firm and to our business, and it's amazing to see. It makes me want to do better. It makes me want to learn and grow and keep pushing forward to grow our team, our business, and the impact that we can have here in Pasadena.
[MUSIC PLAYING]
(DESCRIPTION)
Katie walks in a rose garden.
(SPEECH)
Pasadena is a center of innovation. It's a hub of culture. There is so much creativity and business growth going on here and so much that's drawing new families to come and have their kids go to school here and build their lives here. One of the things that makes Pasadena so unique is the commitment that so many Pasadena folks have to their community. It's one of the most philanthropic cities in the country. It has more non-for-profits per capita than almost any city in the United States. So a big part of what we're trying to do to show up in the community and show our commitment as our JP Morgan team is engage with different community organizations, offer our skills and resources.
It's been a privilege to have the opportunity to introduce our private bank brand to a new market. We're meeting new families. We're bringing in talented bankers, and to be part of the success journey of our entire team is something that I find so much value and meaning every day when I come into work. It's working one on one with my team. It's working with my clients and their clients really to help grow our business and the impact that we can have in the community here in Pasadena.
Someone said to me recently that as a leader your voice is a little louder. So I think a lot about how I can use that power to elevate my team. I think it's my responsibility to uncover the superpower of each person on our team and really to shine light on that and to help elevate them and bring out their strengths. So using my voice, which can be a little bit louder to help raise up the whole team is the responsibility that I have and the legacy that I want to leave with the team in Pasadena.
(DESCRIPTION)
Text: we are inspired by the resilience of everyone involved in the Southern California wildfire relief efforts and deeply proud of our team for supporting each other and meeting our clients urgent needs. As the situation evolves, we remain committed to rebuilding and fostering long term growth in Los Angeles County.
We're here for you, California.
J P Morgan Private Bank.
Key risks. This material is for information purposes only, and may inform you of certain products and services offered by private banking businesses, part of J P Morgan Chase and Company, J P M. Products and services described, as well as associated fees, charges, and interest rates, are subject to change in accordance with the applicable account agreements and may differ among geographic locations. Not all products and services are offered at all locations. If you are a person with a disability and need additional support accessing this material, please contact your J P Morgan team of email us at accessibility dot support at J P Morgan dot com for assistance. Please read all important information.
General risks and considerations. Any views, strategies, or products discussed in this material may not be appropriate for all individuals and are subject to risks. Investors may get back less than they invested, and past performance is not a reliable indicator of future results. Asset allocation or diversification does not guarantee a profit or protect against loss. Nothing in this material should be relied upon in isolation for the purpose of making an investment decision.
You are urged to consider carefully whether the services, products, asset classes (equities, fixed income, alternative investments, commodities, et cetera, or strategies discussed are suitable to your needs. You must also consider the objectives, risks, charges, and expenses associated with an investment serves, product, or strategy prior to making an investment decision. For this and more complete information, including discussion of your goals or situation, contact your J P Morgan team.
Non reliance. Certain information contained in this material is believed to be reliable. However, J P M does not represent or warrant its accuracy, reliability, or completeness, or accept any liability for any loss or damage, whether direct or indirect, arising out of the use of all or any part of this material. No representation or warranty should be made with regard to any computations, graphs, tables, diagrams, or commentary n this material, which are provided for illustration or reference purposes only.
The views, opinions, estimates, and strategies expressed in this material constitute our judgment based on current market conditions and are subject to change without notice. J P M assumes no duty to update any information n this material in the event that such information changes. Views, opinions, estimates, and strategies expressed herein may differ from those expressed by other areas of J P M, views expressed for other purposes or in other contexts, and this material should not be regarded as a research report. Any projected results and risks are based solely on hypothetical examples cited, and actual results and risks will vary depending on specific circumstances. Forward looking statements should not be considered as guarantees or predictions of future events.
Nothing in this document shall be construed as giving rise to any duty of care owed to, or advisory relationship with, you or any third party. Nothing in this document shall be regarded as an offer, solicitation, recommendation, or advice, whether financial, accounting, legal, tax, or other, given by J P Morgan and or its officers or employees, irrespective of whether or not such communication was given at your request. J P Morgan and its affiliates and employees do not provide tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any financial transactions.
Legal entity, brand, and regulatory information. In the United States, bank deposit accounts and related services, such as checking, savings, and bank lending, are offered by J P Morgan Chase Bank, N A member F D I C.
J P Morgan Chase Bank, N A , and its affiliates, collectively J P M C B, offer investment products, which may include bank managed investment 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 L L C, J P M S, a member of FINRA and S I P C. Insurance products are made available through Chase Insurance Agency Inc, C I A, a licensed insurance agency, doing business as Chase Insurance Agency Services Inc in Florida. J P M C B, J P M S, and C I A are affiliated companies under the common control of J P M. Products not available in all states.
References to J P Morgan are to J P M, its subsidiaries and affiliates worldwide. J P Morgan Private Bank is the brand name for the private banking business conducted by J P M. This material is intended for your personal use and should not be circulated to or used by any other person, or duplicated for non personal use, without our permission. If you have any questions or no longer wish to receive these communications, please contact your J P Morgan team.
Copyright 2025, J P Morgan Chase and Company. All rights reserved.
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Helen Mah named one of the Top 100 Bankers of 2025 by the Los Angeles Business Journal
Helen supports clients through some of life’s most pivotal financial decisions, serving as a strategic partner. As a founding member of our Pasadena office, she has helped shape meaningful opportunities for minority business owners and the Asian American community across the region.
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Private Bank Presents Second Annual Golf Classic
We’re proud to present the Pasadena Tournament of Roses Foundation’s second annual Golf Classic. This event raises funds that help enable the Foundation’s support of non-profit organizations in the local community.
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The Giving List
This special report features our Private Bank executives discussing some of the biggest trends in philanthropic giving, and how the PB partners with clients on building their legacy.
Learn MoreFresh 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.
