Utility Name

Joyce Said Ward

Managing Director Investment Specialist

Washington, DC

Biography

Joyce Said Ward is a Managing Director and Investment Specialist for J.P. Morgan Private Bank in Washington, D.C. She is responsible for implementing new assets and managing existing assets for exiting business owners, real estate principals, public company executives and family offices.

Joyce has been dedicated to clients in the Greater Washington, D.C. area for more than 22 years, and sees her role as their Chief Investment Officer, helping to navigate the range of financial choices. She is advisory-driven and solution-focused, offering direction on portfolio construction, the disposition of concentrated assets, risk management, tax efficiency and other long-term wealth management strategies. The hallmark of Joyce’s practice is her ability to blend a big-picture approach with attention to the fine details of each relationship. One of the great privileges of her career is to advise clients through an inflection point that creates significant value for their families.

In recognition of her leadership within the investment community, Joyce was named to Barron’s 2020 Top 1,200 Financial Advisors list,¹ ranked fourth for the District of Columbia. In 2019, she was selected to join J.P. Morgan Private Bank’s inaugural Morgan Circle, a group of 50 bankers honored for their exceptional performance and contributions to the firm.

Joyce joined J.P. Morgan in 1998, covering the Washington, D.C. region from the New York office. In 2001, she relocated to Washington, D.C. as one of the founding members of the team, responsible for building the Private Bank’s presence in the area.

A Phi Beta Kappa graduate of New York University, Joyce holds a B.A. in Economics. An active alumna, she was a member of the NYU in D.C. Founding Steering Committee. She has served on the host committee for Catholic Charities and on the board of Prosperity Now, a national nonprofit dedicated to expanding economic opportunity and alleviating poverty for low-income families.

Born and raised in New York City, Joyce now lives in Washington, D.C. with her husband and two young daughters.

Barron's Top 1,200 Advisors

The rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.

Latest source information (March 2020)

¹Barron’s Top 1,200 Advisors

The rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. Latest source information (March 2020).

Awards or rankings are not indicative of future success or results. Neither J.P. Morgan Private Bank nor its bankers paid a fee in exchange for ratings. Published information is generally based exclusively on material prepared and/or submitted by the recognized recipient.

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