Louis Romeo is an Executive Director and Team Lead in the Los Angeles office of J.P. Morgan Private Bank. In his senior position, Louis heads a group of Bankers who curate personalized strategies across the balance sheet that target the aspirations of highly affluent individuals and multi-generational families. His focus is on overseeing the growth and development of the market, and enhancing J.P. Morgan’s presence in the community.
Louis serves as an advocate in exploring the breadth of opportunities afforded by personal wealth, freeing clients to focus on their busy professional lives. He builds a culture of empowerment, equipping his team with the tools, specialist resources and platforms they need to offer a holistic perspective that cares for investments, lending, trust and estate planning, banking and other sophisticated goals. Louis continues to advise a select group of clients, and is often called in to consult on complex scenarios and innovative opportunities. His strength lies in an intense drive toward fostering a positive service experience for both clients and colleagues.
Throughout his nearly 15-year history at J.P. Morgan, Louis has held roles that span Private Banker, Lending Advisor, Investment Specialist and the lead for the Executive Compensation Advisory vertical in Los Angeles. This differentiated background informs his strategic approach to wealth management. In recognition of his success in the industry, Louis was recently named one of the Top 7 Millennial Private Bankers by Business Insider.
Louis has been passionately involved in training and developing new talent at the firm, and has sat on the mental health and wellness task force. He is the national co-lead of the firm’s LGBTQ+ Wealth Initiative, offering thought leadership and curated events for this vital client community.
A graduate of Cornell University, Louis holds a B.S. in Applied Economics and Management. He is originally from New York and currently resides in Hollywood. To relax, Louis enjoys reading about technology, lifting weights, making ice cream from scratch and spending time with his dogs, Milo and Teddi.
