Stephanie E. Lyons

About Stephanie E. Lyons

As a Vice President and Banker with J.P. Morgan Private Bank, I work closely with a select group of affluent families and institutions who seek first-class, sophisticated guidance for their complex wealth management needs and multifaceted goals. I bring the breadth of the Firm’s resources to bear while delivering thoughtful, customized strategies to clients in order to be a steward of their financial future. My background is rooted in fundamental analysis and institutional asset management; I have worked alongside some of the top asset managers in the world in my previous roles in both investment research and manager selection/due diligence. Through this differentiated perspective, I have an intimate understanding of the strategies on J.P. Morgan’s platform and how clients’ portfolios are put to work. I am motivated by the relationship-driven nature of wealth management and blend my strong technical knowledge with a personable and caring style.

Experience

1. Vice President, Banker at J P Morgan Private Bank

   J.P. Morgan Private Bank

   Sep 2022 — Present · NY, US

   J.P. Morgan Private Bank” is the brand name for the private banking business within JPMorgan Chase & Co.(JPM). JPMorgan Chase Bank, N.A. and its affiliates (collectively \"JPMCB\") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (\"JPMS\"), a member of FINRA and SIPC. Annuities 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 JPM.INVESTMENT AND INSURANCE PRODUCTS: NOT A DEPOSIT NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NO BANK GUARANTEE MAY LOSE VALUE JPM, reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to these disclosures: opinions expressed by the profile creator may not reflect those of JPM. Information or content made available on this profile (including strategies or views) is intended for informational purposes only. It should not be relied upon as individually tailored advice and is not an offer to buy, hold or sell any investment, financial instrument or strategy. JPM will not accept any orders via LinkedIn or its messaging systems. JPM does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or awards are not indications of future results.\"Likes\",\"Favorites\" or similar functionality on social media sites should not be considered a positive reflection of actual client experiences or services offered by JPM. Additional important information: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.

Education

• Boston University Questrom School of Business

  Bachelor of Science in Business Administration, Finance

  2008 — 2012