Introducing Jenny Yip, 23 Wall’s Newest West Coast Advisor

Q&A

Introducing Jenny Yip, 23 Wall’s Newest West Coast Advisor

Jenny Yip joins the 23 Wall team with more than 20 years of experience in investment banking, global health and philanthropy. She has held leadership roles at Episteme, Inc., Adjuvant Capital and the Bill & Melinda Gates Foundation, and is passionate about making a positive impact for clients and communities. Jenny is an active member of the San Francisco community alongside her husband and two children.

What will be your primary focus at the Private Bank, and how will your past experience inform your client work here?

I’ll be partnering across the PB and CIB to develop relationships with clients predominantly in the West Coast — mainly tech and healthcare entrepreneurs, business leaders, and their families. My goal is to help them navigate the firm and bring all of JPMorgan’s resources to deepen those relationships. My background in investment banking, entrepreneurship and philanthropy, along with my operational experience, gives me a unique perspective to support clients with both their business and philanthropic ambitions.

What’s the best piece of career advice you were ever given?

Careers are long. See each role as a chance to learn—whether it’s a technical skill, building a network, or growing emotionally. The anxiety of youth to be in the “perfect” role fades as you gain experience. Over time, you put all the pieces together to build toward what you want. Looking back, the through line in my career has been building hard skillsets I can rely on, like financial modeling and setting priorities and executing, and then putting the pieces together to become a systems thinker.

What’s your leadership style?

Lead by example. I try to model the behavior I want to see in others; becoming a mother really honed this for me. Motherhood has taught me that simply telling people what to do doesn’t work, especially with my kids! Instead, I focus on talking about what I want them to do, being excited by it, and doing it with them. I believe the qualities that make me a good mom—empathy, being calm in moments of crises and leading by example—are the same qualities I bring to my work.

What are some of the most interesting or complex challenges the most sophisticated families are navigating today?

The world is so interconnected and real-time now, which is both an opportunity and a challenge. Many clients have international businesses and families spread across multiple jurisdictions and cultures. Navigating that complexity is a big part of what we do.

What do you most enjoy about working with this client segment?

I love the ability to think big and have impact at scale. These are visionary people who not only have big ideas but also the resources and execution ability to make them happen. Being part of that is incredibly exciting.

What are you reading right now, and where do you get your news?

On my nightstand is The Crisis of Connection and Scott Galloway’s Notes on Becoming a Man. For news, I’m a bit old school—I read The New York Times, Wall Street Journal, Bloomberg, Financial Times, The New Yorker, and The Atlantic.

You’re highly involved in nonprofits—can you share what this work means to you?

It’s deeply satisfying and something I’m passionate about. I want my time—work and otherwise—to be impactful, especially for people who don’t have the same resources I do. I’ve served on boards in global health, gender justice, and education, and giving back is a core part of who I am.

Outside of work, what keeps you busy?

My kids! My daughter is 11 and my son is 9. They’re at a wonderful age, and we love spending time together—right now, we’re planning a camping trip to the Channel Islands. I know I have these couple of years where they still want to spend every minute with mom and dad, and I cherish it.

A principle you return to when decisions are ambiguous?

Go back to the facts. What are the facts of the situation, and what is the actual problem we need to solve? That focus helps me cut through ambiguity.