Investment Strategy
May 1, 2026
Upstate New York NEW YORK
Meet our team in Upstate New York
We’re here to help you make the most of your wealth, connecting our global capabilities with New York’s opportunities.
Matt Tipple
Managing Director, Market Leader
Nelle Miller
Managing Director, Head of New York for J.P. Morgan Private Bank
Let’s grow with New York’s momentum
We’re here to help you achieve all you envision, with support for every stage of your financial life.
Connect with our team
Our Upstate New York team does much more than manage wealth; we strive to add value to your life. With an understanding of New York’s business landscape, enterprises and industries, our specialists can open doors to opportunities and develop strategies tailored to your unique goals. Whether you’re focused on building, preserving or transferring wealth, we’re here to help you make informed decisions at every stage of your financial life, with a uniquely elevated private banking experience built around you.
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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. -
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. -
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. -
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.
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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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04
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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04
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.
Local Interest
Matt Tipple named to Rochester Business Journal’s 2025 Power List
Matt Tipple has been recognized on the Rochester Business Journal’s 2025 Power List, which celebrates influential leaders who are shaping the future of our region. Matt’s dedication, leadership and commitment to excellence have made a significant impact on our organization and the broader Rochester business community. We are proud to see Matt’s contributions honored and look forward to his continued positive influence.
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Let’s build something lasting—connect with our Private Bank team in Upstate New York today.