Salt Lake City UTAH

Name: Salt Lake City, UT
Address: 201 S Main Street, 3rd floor
Telephone: (801) 715-7310

(801) 715-7310

201 S Main Street, 3rd floor

Salt Lake City, UT 84111

Get Directions

Salt Lake City UTAH

(801) 715-7310

201 S Main Street, 3rd floor

Salt Lake City, UT 84111

Get Directions

Meet our team in Utah and Idaho

We’re focused on you and your future—combining financial acumen with local insight to deliver a banking experience as uplifting as our region.

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Danielle Wright

Managing Director, Chairwoman of Market Leadership, Head of Utah & Idaho

Erica S. Carpenter, CFA®

Managing Director, Head of Investments & Advice

David Regan

Managing Director, Region Head of Investments & Advice

Let’s build your legacy together in Utah and Idaho

We’re here to help you realize your vision, bringing creativity and care to every opportunity.

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Descriptive audio

[SOFT MUSIC]

The JPMorgan Private Bank team here in Utah and Idaho is unique because we value teamwork above all else. Not only do you have one advisor that's thinking about you day in and day out, you get the entire team and all of our expertise and resources and connections. And we work together on a daily basis. And that's something I'm the most proud of.

There's few institutions that have the capabilities that the Private Bank has. You have thought leadership that's global in nature. You have access to a banking platform, a lending platform, and all of the advice in and around trust and estate. And so to have all of those resources under one platform and to be able to engage with one team that gets to know you personally, I think is very unique and pretty special in the industry to have this available to clients, particularly here in Utah.

I love that this is a state full of builders who care about each other's growth and success and that we've created an economy and an environment that people can thrive and grow. Utah is home to me. I am so grateful that I had the opportunity to come back to my hometown. And I love that I get to bring the resources of JPMorgan to that community and to those people each and every day.

I think JPMorgan is a very large place to be at. We have over 250,000 employees. And we serve millions of clients across global markets. And I think that speaks to how many resources and how many experts we have across the firm. And I view my job as someone who can take all of that and make that feel small and boutique for our clients and really tailor our services for our clients and what their families need.

I think the best part of my job is that I get to help my clients be assured that, while they focus on their business, I can help them navigate their financial future. They don't have to stress, knowing that they have a partner and someone to look out for them.

I like to tell people we have the greatest snow on Earth, but we also have the greatest opportunity. We have incredible people, resources. And we are able to bring the best of JPMorgan Private Bank here locally in Utah. We are global where it matters. And we're local where it really counts.

(SPEECH)

[SOFT MUSIC]

(DESCRIPTION)

LOGO: J.P.Morgan. PRIVATE BANK. TEXT: 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, J.P. MORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES, SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED.

Snowy mountains stretch beyond a highway and homes.

Text: Local Look, Salt Lake City.

A Chase branded high rise. Text: Danielle Wright, Managing Director, Market Team Lead, J.P. Morgan Private Bank Utah and Idaho.

(SPEECH)

The JPMorgan Private Bank team here in Utah and Idaho is unique because we value teamwork above all else.

(DESCRIPTION)

Employees have a meeting at a conference table.

(SPEECH)

Not only do you have one advisor that's thinking about you day in and day out, you get the entire team and all of our expertise and resources and connections. And we work together on a daily basis. And that's something I'm the most proud of.

(DESCRIPTION)

She laughs and talks with two coworkers at that table. Text: Ryan McMahon, Private Banker, J.P. Morgan Private Bank Utah and Idaho.

(SPEECH)

There's few institutions that have the capabilities that the Private Bank has. You have thought leadership that's global in nature.

(DESCRIPTION)

Danielle sits behind her desk and meets with a coworker.

(SPEECH)

You have access to a banking platform, a lending platform, and all of the advice in and around trust and estate. And so to have all of those resources under one platform and to be able to engage with one team that gets to know you personally, I think is very unique and pretty special in the industry to have this available to clients, particularly here in Utah.

(DESCRIPTION)

An American flag flaps atop a government building with mountains in the background. Text: Glade Morley, Private Banker, J.P. Morgan Private Bank Utah and Idaho.

(SPEECH)

I love that this is a state full of builders who care about each other's growth and success and that we've created an economy and an environment that people can thrive and grow.

(DESCRIPTION)

He walks through the office on his phone.

(SPEECH)

Utah is home to me. I am so grateful that I had the opportunity to come back to my hometown. And I love that I get to bring the resources of JPMorgan to that community and to those people each and every day.

(DESCRIPTION)

Glade and Danielle walk and talk. Text: Diana Nguyen, Private Banker, J.P. Morgan Private Bank Utah and Idaho.

(SPEECH)

I think JPMorgan is a very large place to be at. We have over 250,000 employees. And we serve millions of clients across global markets. And I think that speaks to how many resources and how many experts we have across the firm. And I view my job as someone who can take all of that and make that feel small and boutique for our clients and really tailor our services for our clients and what their families need.

(DESCRIPTION)

She speaks with a client. Text: Ryan McMahon, Private Banker, J.P. Morgan Private Bank Utah and Idaho.

(SPEECH)

I think the best part of my job is that I get to help my clients be assured that, while they focus on their business, I can help them navigate their financial future.

(DESCRIPTION)

She walks and talks with a client.

(SPEECH)

They don't have to stress, knowing that they have a partner and someone to look out for them.

(DESCRIPTION)

She talks with coworkers. An outdoor sign reads: "Park City, 1884."

(SPEECH)

I like to tell people we have the greatest snow on Earth, but we also have the greatest opportunity. We have incredible people, resources. And we are able to bring the best of JPMorgan Private Bank here locally in Utah. We are global where it matters. And we're local where it really counts.

(DESCRIPTION)

Logo: J.P. Morgan, Private Bank.

Text: Key risks. This material is for informational 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 J.P. 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 prior to making an investment decision. For this and more complete information, including discussion of your goals/situation, contact your J.P. Morgan team.

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Text: This information is provided for informational purposes only. We believe the information contained in this video to be reliable; however, we do not represent or warrant its accuracy, reliability or completeness, or accept any liability for any loss or damage arising out of the use of any information in this video. The views expressed herein are those of the speakers and may differ from those of other J.P. Morgan employees, and are subject to change without notice. Nothing in this video is intended to constitute a representation that any product or strategy is suitable for you. 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 to you. You should consult your independent professional advisors concerning accounting, legal or tax matters. Contact your J.P. Morgan team for additional information and guidance concerning your personal investment goals.

Our Salt Lake City team members share how they can help you achieve your goals and make an impact with tailored advice, customized strategies and access to vast global resources. Rooted in the Utah community, we’re committed to supporting both longtime residents and newcomers as they thrive in this dynamic environment.

Our Salt Lake City team does more than manage wealth—we help you unlock new possibilities and shape your financial journey. With deep roots in our communities, our specialists can open doors to opportunities and craft strategies that reflect your ambitions and the trust you put in us. We’re dedicated to providing personalized service and a private banking experience throughout Utah and Idaho.

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.

Wealth planning & advice
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.

Explore lending services
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.

Investing with J.P. Morgan
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.*

Explore our offerings

*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.

01 / 04

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.

Wealth planning & advice

02 / 04

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.

Explore lending services

03 / 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.

Investing with J.P. Morgan

04 / 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.*

Explore our offerings

*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

Descriptive audio

[SOFT MUSIC]

Hi. I'm Danielle Wright. I'm the head of JPMorgan Private Bank in Utah and in Idaho. This is my leadership spotlight.

[UPLIFTING MUSIC]

I've worked in a lot of different places through my time at JPMorgan. And Utah is by far my favorite place to work. This is home for me. This is home for my family. And our team here really feels committed to the local community. That means we're a part of many boards, committees, and chambers. And we are active participants whenever we're part of those. We spend a lot of time figuring out ways to connect the dots, provide our global network locally where it matters, and help our clients, many of them who are business owners, help them receive the best of what we have at JPMorgan.

We are building this business together. And so as a leader, I lead by example. I share best practices. But also, I really empower my team to build this business together. So there's a lot of other people on my team who have leadership roles. And I give them all of the resources and the empowerment that they need to succeed in those.

Some of my proudest moments are when a client or a community partner says "thank you" for something really specific that we've done for them. And I just feel this sense of ownership and real pride over the services that we're providing.

Everything that I'm going to be involved in, I get into it 110%. And I try to become an expert and learn everything that I can. And that's helped me in so many ways with clients over the years. Frankly, I think it's just a more rewarding way to operate.

Most people don't know that we've been in Salt Lake City for a hundred years. I have a daughter. And I want this to be the place that she lives and thrives. And so I really care about improving the community that I live in, both my neighborhood, Salt Lake, the state of Utah. And so I'm trying to do everything that I can to be civically engaged and be involved in different community efforts that just continue to make Utah such a great place to live, because I care about her future. And I care about the future of my teammates and our clients and their families and their children. And so any way that I can help, I enjoy spending my time making this a great place to be.

I'm really lucky to work at JPMorgan Private Bank because we are global. That means we have boots on the ground in every major city across the world. And it means that we get expertise globally.

My job as an advisor is taking all of those global resources and the expertise and everything that we know as our best thinking and then apply that to each individual client and their own needs. I love doing that because Utah is an amazing place. We have so much going for us. We can help clients on a daily basis.

(SPEECH)

[SOFT MUSIC]

(DESCRIPTION)

Logo and 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. Please read important information at the end.

(SPEECH)

Hi.

(DESCRIPTION)

A woman sits un a chair in front of blurred cabinets and shelves.

(SPEECH)

I'm Danielle Wright. I'm the head of JPMorgan Private Bank in Utah and in Idaho. This is my leadership spotlight.

[UPLIFTING MUSIC]

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A person places a video camera on a stand and adjusts the dials.

A large octagonal light turns on. From behind, Danielle Wright walks away and sits down. She smiles as a person closes a clapboard in front of her.

Text: Leadership Spotlight: Danielle Wright.

From above, a city rests at the base of snow-capped mountains. Danielle Wright in a black coat with fur on the sleeves talks on the phone as she crosses a street. She looks at her phone as she walks down a sidewalk.

(SPEECH)

I've worked in a lot of different places through my time at JPMorgan. And Utah is by far my favorite place to work.

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Danielle Wright, MANAGING DIRECTOR, MARKET TEAM LEAD, J.P. MORGAN PRIVATE BANK UTAH AND IDAHO. She sits in the chair.

(SPEECH)

This is home for me. This is home for my family. And our team here really feels committed to the local community.

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A framed group photo sits on a surface. From above, a street in the city has snow-dusted hills in the background,

(SPEECH)

That means we're a part of many boards, committees, and chambers. And we are active participants whenever we're part of those. We spend a lot of time figuring out ways to connect the dots, provide our global network locally where it matters, and help our clients, many of them who are business owners, help them receive the best of what we have at JPMorgan.

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From above, a car drives down a street. Tall office buildings fill a downtown area. Danielle Wright and a man walk down a hallway and talk.

(SPEECH)

We are building this business together. And so as a leader, I lead by example. I share best practices. But also, I really empower my team to build this business together. So there's a lot of other people on my team who have leadership roles. And I give them all of the resources and the empowerment that they need to succeed in those.

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A woman and man talk as they walk past a reception desk with the Chase and J.P.Morgan logos on the wall behind.

(SPEECH)

Some of my proudest moments are when a client or a community partner says "thank you" for something really specific that we've done for them. And I just feel this sense of ownership and real pride over the services that we're providing.

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She smiles as she walks on a street holding a to-go cup.

(SPEECH)

Everything that I'm going to be involved in, I get into it 110%. And I try to become an expert and learn everything that I can. And that's helped me in so many ways with clients over the years. Frankly, I think it's just a more rewarding way to operate.

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Through a video camera monitor, She sits in the chair and smiles. The record light is on and various items of technical information are displayed on the monitor, which is mounted on a stand.

(SPEECH)

Most people don't know that we've been in Salt Lake City for a hundred years. I have a daughter. And I want this to be the place that she lives and thrives.

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A roadside sign says Park City, 1884.

(SPEECH)

And so I really care about improving the community that I live in, both my neighborhood, Salt Lake, the state of Utah. And so I'm trying to do everything that I can to be civically engaged and be involved in different community efforts that just continue to make Utah such a great place to live, because I care about her future. And I care about the future of my teammates and our clients and their families and their children. And so any way that I can help, I enjoy spending my time making this a great place to be.

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She is seen on the camera monitor. A tall office building shows the Chase logo at the top.

(SPEECH)

I'm really lucky to work at JPMorgan Private Bank because we are global. That means we have boots on the ground in every major city across the world. And it means that we get expertise globally.

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A city with low buildings sprawls out at the foothills of snow-covered mountains under a blue sky.

(SPEECH)

My job as an advisor is taking all of those global resources and the expertise and everything that we know as our best thinking and then apply that to each individual client and their own needs. I love doing that because Utah is an amazing place. We have so much going for us. We can help clients on a daily basis.

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Logo: J.P.Morgan Private Bank.

Meet Danielle Wright, Head of Utah and Idaho

As Head of Utah and Idaho, Danielle Wright shares how she leverages her extensive experience to deliver exceptional financial services and champion community engagement.

2 VIDEOS

Opening of our new client center in Salt Lake City

We are excited to announce the grand opening of our new client center in Salt Lake City, Utah. The ribbon-cutting ceremony marked the beginning of a new chapter in our dedication to serving Utah’s dynamic community. Our cutting-edge facility is built to deliver outstanding service and support, empowering our clients to grow and innovate. We look forward to welcoming you to our new space and strengthening our relationships in the heart of Salt Lake City.

CEO Jamie Dimon visits Utah to celebrate 100 years of business in the state and highlights artificial intelligence as a key driver for future growth and innovation in his address to investors.

Learn more

The 30 Women to Watch of 2024 celebrates "women who are accomplishing truly amazing things" and recognizes Danielle's deep commitment to local communities and efforts to drive change.

Find out more