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.
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more insightsOur Leadership
Jeremy Geller
Managing Director, Co-Head of New York
Nelle Miller
Managing Director, Co-Head of New York
William Sinclair
Head of FIG and U.S. Private Bank Family Office, Managing Director, Market Manager
Jason Gies
Managing Director, Market Manager
Rachel Solarsh
Managing Director, Market Manager
Kevin Sherman
Managing Director, Market Manager
Allison Fast
Executive Director, Head of Investments and Advice
TJ Slavin, CFA®
Managing Director, Market Head Of Investments, Financial Sponsors Group
Available Services
Local Interest
Karen Donnelly featured in Business Insider
Technology is a leading factor in separating good wealth management firms from great ones. Recently featured in Business Insider, Karen Donnelly discusses how her team is enhancing the Private Bank’s digital platform with innovative products such as “on-call” tech assistants.
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Terry Woodard Recognized by Crain’s New York Business
Terry Woodard was recently named a Notable Diverse Advisor in Banking and Finance by Crain’s New York Business. Learn more about Terry and the impact he's making here.
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Banker Spotlight: Lorenzo Smith III
A veteran, an Olympian, and now a Certified Corporate Director. Learn about what inspires the Private Bank’s Lorenzo Smith III to give back to his community in this interview with the National Association of Corporate Directors.
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Terry Woodard featured in Amsterdam News
It still may be possible to be charitable and make an impact during these pandemic times.
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Nana Adae featured in GI Jobs
Nana Adae was profiled by GI Jobs on her start in the Navy through her current role at J.P. Morgan, as well as how the firm recruits and supports veterans through the transition to a civilian career.
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Crain's New York Business 2020 Notable Women in Financial Advice
Monica Issar, Jennifer Solimine, Nelle Miller and Carolina Jannicelli were profiled in Crain’s New York Business, featured as Notable Women in Financial Advice honorees.
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Financial Institutions Group
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