Bill Madden

About Bill Madden

I am a Vice President and Banker at J.P. Morgan Private Bank, working closely with a broad range of affluent individuals and families to pursue their wealth management goals effectively and efficiently. I consult with my clients and marshal the firm\'s global resources to guide them in complex decisions and help them achieve their financial goals. I engage with my clients to understand what motivates them, and how their ambitions can be reflected across the entirety of their personal balance sheets. I design tax-aware strategies that tap into J.P. Morgan’s robust capabilities for investing, planning, borrowing and wealth transfer. I work hard to identify and anticipate opportunities for my clients to optimize their investments, consistent with their financial aspirations. Honest and diligent, I am regarded as a willing partner and trusted advisor to care for the financial interests of my clients and their children. My career as a Financial Advisor spans more than a decade. Most recently, I served as a Private Client Advisor at Bank of America Private Bank, and as a Private Wealth Advisor in the Boston office of Goldman Sachs. In addition, I have held positions at Fidelity Investments and McKinsey & Company, where I provided strategic consulting to Fortune 100 companies. I began my career as an officer in the United States Marine Corps, serving as a Captain and Platoon Commander in the infantry and reconnaissance fields.

Experience

1. Vice President

   J.P. Morgan Private Bank

   Aug 2021 — Present · Boston, MA, US

   J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively ‘”JPMCB”). Annuities & 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.(JPM).INVESTMENT AND INSURANCE PRODUCTS: NOT A DEPOSIT NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NO BANK GUARANTEE MAY LOSE VALUEOpinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results.Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.

Education

• Harvard University

  AB, Government

  1990 — 1994

• The Tuck School of Business at Dartmouth

  Masters of Business Administration

  2001 — 2003