Private Banks - New York
Spotlight
What the Team is Known For
JPMorgan Chase is highly praised for its cross-border offering for New York-based high net worth clients.
Strengths
JPMorgan Chase is the go-to. They just have the depth, they have really good private wealth bankers and they make life easier for their clients. They consistently excel.
JPMorgan Chase do a great job. They are very sophisticated and they have people who were practising trusts and estates attorneys who moved over to assist the wealth managers.
Notable practitioners
Adam Clark is the global head of trusts and estates at JPMorgan Chase.
Chi-Yu Liang focuses on sophisticated tax and estate planning for high net worth individuals and their families.
Joanne Johnson is a managing director and senior wealth adviser. She regularly advises UHNW clients on managing and transferring wealth tax.
Joanne Johnson is excellent.
Jordan Sprechman works with clients of J.P. Morgan Private Bank and their advisers to develop and implement estate planning and wealth transfer solutions for high net worth individuals.
Jordan Sprechman is incredible and helpful to clients.
Jordan Sprechman is excellent.
Megan Worrell is managing director at J.P. Morgan Private Bank in New York and advises clients with wealth planning matters.
Megan Worrell was previously a lawyer and specialises in international cross border work. She's superb.
Natalia Murphy, head of the North America trust and wealth planning team, is often sought after by high net worth individuals for wealth planning advice and private wealth law matters.
