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

Carlos Batlle

Carlos Batlle

Managing Director, Senior Wealth Advisor

Mary E. Kowarick

Mary E. Kowarick

Managing Director, Banker

Lisa Merritt

Lisa Merritt

Executive Director, Banker

Mark Malone

Mark Malone

Executive Director, Investment Specialist

Available Services