Managing Director Market Team Lead
Rohit (Ro) Mehrotra is Head of the J.P. Morgan Private Bank’s Central and South Jersey region, managing the firm’s Princeton office and overseeing more than $3 Billion in client assets. In addition, Ro leads the fast-growing healthcare and life sciences franchise for the firm in the East region. He and his team advise families, entrepreneurs, executives and business owners to manage concentrated risk through a nuanced understanding of ownership structure and estate planning considerations. Prior to joining J.P. Morgan in 2010, Ro held various leadership roles in wealth management as a Private Wealth Advisor at Goldman, Sachs & Co. in Philadelphia.
Outside of J.P. Morgan, Ro is on the Governing Board of Directors for Big Brothers/Big Sister of Southeastern Pennsylvania & Southern New Jersey. He is also in his second term of both the Executive Committee of Dartmouth’s Tuck School of Business Annual Giving Fund as well as the Advisory Board at Cornell University’s Dyson School of Applied Economics and Management Undergraduate Program. Ro most recently joined the Selection Advisory Council of the Greenlight Fund, a social venture fund focused on improving Philadelphia’s children and their families.
Ro earned a B.S. in Economics from Cornell University and an MBA from The Tuck School of Business at Dartmouth College. Ro lives in Princeton, New Jersey with his wife and two daughters.
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