Stephen CoyleStephen Coyle, CFA®Vice PresidentWealth Advisor
About Stephen
Stephen Coyle is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.
Stephen develops deep and enduring relationships with clients and their families, helping them pursue their goals more effectively by listening closely to their priorities and pursuing their goals through integrated strategy and advice. He looks to serve as a client's core, trusted advisor, demonstrating his dedication to each client's well-being through steadfast integrity, hard work, and collaboration.
Within the team, Stephen focuses on portfolio design and asset allocation. He has spent his entire career addressing the investment needs of high-net-worth and ultra-high-net-worth clients and appreciates their distinctive liquidity needs, time horizons, asset class preferences, risk tolerance, and tax circumstances. Analytically skilled, Stephen offers a refined caliber of strategy and advice. He appreciates the importance of wealth preservation—particularly across generations— and supports clients by designing portfolios that are crafted to reflect their particular needs. Stephen is adept in both traditional and alternative investments, connecting clients to a robust slate of capabilities.
Prior to joining J.P. Morgan Wealth Management in 2023, Stephen spent more than six years with First Republic Private Wealth Management, where he was a Vice President and Wealth Manager. He began his wealth management career in 2014 with the Private Banking and Investment Group at Merrill Lynch, where he was a Private Wealth Analyst. Committed to professional excellence, Stephen is a CFA®Charterholder, awarded through the CFA®Institute.
Stephen earned his B.A. in History from Duke University and his M.B.A. in Management Studies from the Fuqua School of Business at Duke University. While at Duke, Stephen was an NCAA National Champion lacrosse player and a 5-time NCAA lacrosse semifinalist. He earned numerous honors as a scholar-athlete, including three-time recognition on the All-ACC Academic Team.
Stephen and his wife, Elizabeth, live in Wellesley, Massachusetts, with their two young sons.
CFA®and Chartered Financial Analyst®are registered trademarks owned by CFA Institute.
Insights
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
Insight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
Insight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
Insight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowInsight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowInsight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowInsight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now