Jennifer Sherwood
Jennifer Sherwood is an Executive Director and Team Lead at J.P. Morgan Private Bank. In her senior role, Jen manages a group of talented Bankers who offer personalized advice across the balance sheet for wealthy individuals, families, nonprofits and endowments in the Ohio area. A native of Cincinnati, she is a powerful advocate for clients, delivering the intellectual strength and global capabilities of one of the world’s premier financial institutions at a local level and in one place.
Jen believes in an advice-driven model that aligns with each individual’s specific goals and aspirations. She builds a culture of empowerment, collaboratively engaging with her team to ensure they have the coaching, tools and resources needed to position them for success. In her multi-faceted role, Jen continues to serve a select group of clients, orchestrating their needs for investing, trust and estate planning, lending, wealth structuring, business succession and more. Her strength can be found in her passion for delivering an excellent experience for clients and colleagues alike.
With more than three decades of private banking background, Jen is a veteran advisor skilled in anticipating the opportunities and challenges that lie at the intersection of a client’s personal and professional wealth management. She is empathetic and discreet, serving as a trusted confidante to people amid significant life events, helping them become more capable and informed stewards of their financial futures. Jen began her career in 1991 at several major banking institutions, including seven years at J.P. Morgan Private Bank. Before her return to the firm, she was a Senior Vice President and Institutional Client Advisor at Bank of America Private Bank.
Jen earned a B.S. from Northern Kentucky University. She has completed additional certification in Business Transition and Exit Planning.
Highly involved in organizations that support social services in the community, Jen serves on the Board of Trustees for Talbert House and is a member of its Fatherhood Committee. She also serves on the board of NewPath Child & Family Solutions.
Jen lives in Madeira, Ohio, with her husband and two daughters.
