Patrick J. Duffy

Patrick J. Duffy

Executive Director at J.P. Morgan

Role
Executive Director at J.P. Morgan Private Bank
Location
New York, NY, US
LinkedIn followers
500 followers

About Patrick J. Duffy

Patrick J. Duffy is a Vice President and investment specialist of J.P. Morgan’s Private Bank. Patrick advises entrepreneurs, executives, ultra-high net worth families, and foundations on their sophisticated investment needs. Mr. Duffy and his team provide customized wealth management solutions across a wide spectrum of matters including concentrated holdings, transition events, and multi-generational planning. Patrick has been with J.P. Morgan for more than ten years. He is Series 7 and 63 certified.

Experience

  1. Executive Director

    J.P. Morgan Private Bank

    Jan 2026 — Present

Education

  • Syracuse University

    Bachelor of Science (B.S.), Finance

    2011 — 2015

  • Syracuse University - Martin J. Whitman School of Management

    Bachelor of Science (BS), Finance

    2011 — 2015

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