Emily Brunner

About Emily Brunner

Emily Brunner is a Wealth Advisor and estate planning specialist in the New York office of J.P. Morgan Private Bank. Emily guides clients in their lifetime and testamentary giving, philanthropy, insurance, creditor protection, and business succession. She is additionally responsible for integrating estate and income tax concerns into the investment dialogue. Emily combines a depth of technical knowledge with a goals-based approach, and she has a passion for simplifying complex topics so that families can make informed, strategic decisions. Emily joined J.P Morgan in 2021. She has focused on the trust and estate needs of wealthy individuals for over 15 years. She was a Senior Wealth Strategist at UBS Financial Services Inc. and prior to that practiced law at Roberts & Holland LLP, a prominent New York tax firm. Emily began her career as a grant writer at Prep for Prep, a non-profit dedicated to developing future leaders who reflect our diverse society. Emily earned her J.D. and LL.M. in Taxation from New York University School of Law, and received her B.A. in Comparative Literature, magna cum laude, from Dartmouth College. Emily’s legal scholarship includes articles on investing for trusts and trust optimization over time. She is a member of the New York State Bar Association.

Experience

1. Managing Director, Wealth Advisor

   J.P. Morgan Private Bank

   May 2024 — Present · New York, NY, 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”). 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 VALUE Opinions 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

• New York University School of Law

  J.D.

  2003 — 2006

• Dartmouth College

  B.A., Comparative Literature

  1997 — 2001

• New York University School of Law

  LL.M., Taxation

  2006 — 2007