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A Wealth Management Partnership for EY Partners

At J.P. Morgan Private Bank, we strive to enable you to experience the full possibility your wealth creates. Whether your objectives revolve around growth, maintenance or succession planning, our dedicated team is committed to assisting you in realizing your ambitions. Discover how we redefine excellence in personalized financial services, crafting an exceptional experience tailored to your needs.
Contact us to discuss how we can help you.
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Planning

We bring your finances together into one comprehensive strategy to help you achieve your goals.
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Investing

We deliver tailored investing guidance and access to unique investment opportunities from world-class specialists.
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Lending

We take a strategic approach to lending, working with you to craft the right financing solutions matched to your goals.
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Banking

We have extensive personal and business banking resources that are fine-tuned to your specific needs.
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Tailored Planning and Advice

We strongly believe an advisor must fully understand your holistic financial picture before offering any advice. Advice-driven wealth planning connects you and your advisor, and aids in creating strategies to help you achieve your long-term financial goals.

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Customized Investment Strategies

Independence restrictions on investments present a unique risk for EY Partners. Our EY team manages portfolios for partners with a keen awareness of these restrictions to avoid violations.

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Optimizing Compensation

Having an advisor who is a professional in your unique EY benefits and compensation is key to making the most of your opportunities. We work closely with EY Partner Operations to help guide your decisions and optimize your financial picture.

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Trust and Estate Advisory

Efficiently planning for the next chapter of your wealth can have a profound impact on your legacy. Your EY team comes equipped with a Wealth Advisor to deliver relevant and timely advice around your estate plan.

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Executing on Your Wealth’s Mission

When crafting a mission for your wealth, it can be impactful to align your values with your overall wealth strategy. Your EY team partners with you to achieve your goals in accordance with your ideals, be they be philanthropic, purpose-driven or otherwise.

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Our Professional Services Team is Committed to Your Success

We do much more than manage wealth, We aim to add value to your life. Our specialists are here to open doors, explore new opportunities and help you experience the full possibilities your wealth creates. We’re always finding ways to shape an elevated private banking experience around you.

Adam Rogoff

Executive Director

Julia Episcopio

Banker

Bola Oyesanya

Managing Director, Head of Law Firm Group

Tracy Child

Wealth Advisor, Managing Director

Fresh Thinking That Could Impact Your Financial Life

Wondering how important news and trends could impact your financial life? J.P. Morgan Private Bank’s thought leaders share their insights on what’s trending and what it could mean to you and your world.
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LEARN MORE About Our Firm and Investment Professionals Through FINRA BrokerCheck

 

To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products. 

 

JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

 

Please read the Legal Disclaimer for J.P. Morgan Private Bank regional affiliates and other important information in conjunction with these pages.

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, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.

Not a commitment to lend. All extensions of credit are subject to credit approval.

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