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Our Office

What impact would you like to make? At J.P. Morgan Private Bank, we'll start there. We have been helping families like yours identify, manage and meet their financial goals for generations. Highly personalized banking. Wealth planning. Investing. Lending. And surrounding it all, advice tailored to your unique needs—to create the life and legacy you envision.

Our Leadership

Olivier de Givenchy

Olivier de Givenchy

Managing Director, Region Head

David Regan

David Regan

Managing Director, Regional Head of Investments

Ryan Bristol

Ryan Bristol

Managing Director, Banker

Jessica Bulen

Jessica Bulen

Managing Director, Head of Investments

Stephanie Zaffos

Stephanie Zaffos

Managing Director, Wealth Advisor

Available Services

Local Interest

Mountain terrain and sky

J.P. Morgan Private Bank opening office in Westlake Village

J.P. Morgan Private Bank added a new player to the competition for wealth management services on the Central Coast, when it recently announced that it was opening a new office in Westlake Village.

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Headshot of Ryan Bristol

Pre-Transaction Planning

Planning for the sale or IPO of your business? The Private Bank’s Ryan Bristol outlines four questions to ask yourself that could put you ahead of the game.

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