Anne Brodsky Sternlicht

About Anne Brodsky Sternlicht

As a Managing Director and Banker with J.P. Morgan Private Bank, I work closely with…

Experience

1. Managing Director, Banker

   J.P. Morgan

   Aug 2022 — Present · Palm Beach, MA, US

   Anne B. Sternlicht is a Managing Director and Banker in the Palm Beach office of J.P. Morgan Private Bank. With over 40 years of experience in wealth management, Anne has the privilege of being a trusted advisor to families through multiple generations. She works closely with successful entrepreneurs, business owners, founders and their families to help guide her clients across the breadth of their complex financial lives, including public and private investment strategies, credit, cash management and estate planning. Anne has spent her career advising on all matters related to wealth creation, preservation and legacy. Leading with advice, integrity and understanding, she has helped families with non-financial spouses and/or children prepare to steward the family’s wealth in times of transition. Her hallmark is a “Well-Prepared Family” which integrates investment, banking, philanthropy and trust planning. Anne earned her Certification in Financial Education; she enjoys leading Women’s Investment Dinners, “Summer School” for a comprehensive, engaging financial education for individuals seeking to empower their investment knowledge. Recognized for her seasoned perspective on the needs of high-net-worth individuals, Anne has been invited to speak at private wealth and philanthropy forums, including those held at Boston College, Tiger21 and IVYFON. She has organized radio podcasts on Entrepreneurship and Wealth. Anne enjoys building community—bringing together like-minded professionals and families to share ideas and best practices around investments, philanthropy and creating meaningful impact. With a career that began at the Citicorp Institute For Global Finance in New York, Anne’s strength can be found in her experienced advice. Before joining J.P. Morgan, she was a Senior Wealth Strategist for 10 years with Northern Trust. Outside of the office, Anne is actively restoring an 1840 farm in Vermont to foster an environmentally, sustainable lifestyle.