Patrick J Miller
Executive Director - Investment Specialist at J.P. Morgan Private Bank
- Role
- Executive Director - Investment Specialist at J.P. Morgan Private Bank
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Patrick J Miller
Patrick Miller is an Investment Specialist in the Chicago office of J.P. Morgan Private Bank. Patrick works closely with successful individuals and wealthy families throughout the Midwest who seek differentiated approaches to growing and preserving their resources. He draws from his background in the capital markets to help transform years of hard work into a sustainable legacy.Patrick customizes investment plans that consider a client\'s values and lifestyle, as well as their aspirations for future generations. He guides current and former business owners through the impacts of liquidity events and navigates the realities of complex wealth, including investments, banking, lending, tax/estate, philanthropic, and family office planning. Patrick is skilled in strategic hedging transactions for owners of closely-held enterprises, sports teams, aircraft and other concentrated assets, managing inherent risks across both the asset/liability sides of the balance sheet. He also actively guides his clients on opportunistic investments available via derivative markets, private placements, direct venture capital and thematic equity sleeves.With over a decade-long career in Chicago, Patrick began with Guggenheim Partners in its institutional hedge fund advisory group. He has been an integral member of J.P. Morgan Private Bank\'s investment practice for over ten years. Sturdy Midwestern values underlie Patrick’s ability to connect with clients in Chicago, Kansas City, Indianapolis, Minneapolis and elsewhere. He has kindled an abiding loyalty and a deep understanding of the region\'s affluent families and individuals. Patrick obtained a B.S.B.A. in International Business and Finance at the University of Missouri, graduating Summa Cum Laude with Honors, and studied abroad at Universidad de Sevilla. While in school, he interned at the Federal Reserve Bank of Kansas City and Cerner Corporation. He obtained an M.B.A. at the University of Chicago Booth School of Business. Active in the Chicago community, Patrick has mentored at North Lawndale College Prep since 2013. He lives in Winnetka, IL with his wife and two children.
Experience
Executive Director - Investment Specialist
Jan 2022 — Present · Chicago, IL, 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 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
University of Missouri Trulaske College of Business
Bachelor of Science in Business Administration, International Business, Finance
2008 — 2012
The University of Chicago Booth School of Business
Master of Business Administration - MBA
2020 — 2023
Universidad de Sevilla
Study Abroad, International Business, Finance
2011 — 2011
Skills
- Peoplesoft
- Marketing
- Powerpoint
- Microsoft Excel
- Writing
- Budgets
- Data Analysis
- Outlook
- Microsoft Office
- Microsoft Word
- Variance Analysis
- Word
- Metrics Analysis
- Public Speaking
- Financial Analysis
- Spanish
- Excel
- Problem Solving
- Analysis
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