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  • The Private Bank’s mission is to build, preserve & transform our client’s wealth.

  • We work with a variety of clients to help them achieve their unique ambitions.

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  • We have worked with clients for more than 200 years to help them achieve their unique ambitions.

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Renee A. Milyiori, CFP®, CPWA®

Executive Director,

Market Team Lead

Renee A. Milyiori is a Market Team Lead and Executive Director at J.P. Morgan Private Bank in Columbus, Ohio. She oversees a team of experienced advisors who provide fully integrated wealth management and investment strategies to address the sophisticated needs of clients throughout Central Ohio. Renee is committed to expanding the firm’s presence
in Columbus while fostering a collaborative, high-performance culture focused on client excellence.

Renee coaches and mentors her talented team, developing pathways to remain at the forefront of innovative ideas. Her ability to translate complex financial concepts into practical strategies makes her an invaluable resource for both her team and clients, ensuring financial goals are met with precision. Her leadership extends to uniting family members and professional advisors for cohesive financial planning. Specializing in wealth management and exit planning, Renee delivers tailored strategies that empower high-net-worth clients to navigate their financial futures with confidence.

With over 25 years in financial services, Renee’s experience spans private banking, wealth management, and corporate finance. Most recently, she served as an Executive Director and Banker, building deep, trusted client relationships and delivering consistent results through a holistic, balance-sheet approach. She is recognized for her work with families and business owners, with particular expertise in succession planning, liquidity events, and ESOP transactions, as well as her ability to partner across different lines of business to deliver integrated client solutions.

Renee holds an MBA from the University of Chicago Booth School of Business, a BS from Miami University and is a Certified Financial Planner™ (CFP®), Certified Private Wealth Advisor® (CPWA®), and Certified Exit Planning Advisor® (CEPA®). She is a recognized leader in the Columbus business community and currently serves as President of the Association for Corporate Growth (ACG) Columbus chapter, where she works closely with business owners, executives, and advisors across the region.

Originally from Northeast Ohio, Renee now calls Columbus home. Outside of work, she enjoys gathering with friends and family at the New Jersey Shore, embracing her Italian heritage, and continuing her family's tradition of proudly supporting the Pittsburgh Steelers

CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by Certified Financial Planner Board of Standards, Inc. Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA” and “Certified Private Wealth Advisor.” Use of CPWA and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.

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.

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