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
US adds 139,000 jobs in May, showing gradually moderating labor market
June 9, 2025The May jobs report showed continued labor resilience despite a slowing pace and underlying concerns about the impact of tariffs and Federal government cuts.Read Now
All eyes on DC: 3 things investors should watch
June 6, 2025We discuss how the deficit, Section 899 of the new bill and deregulation might affect portfolios.Read Now
Jetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
AI tools and your privacy: What you need to know
June 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
Managing stock-based compensation in private companies
June 4, 2025If you are an employee of a private company, part of your compensation may be paid in stock, restricted stock units, stock options, or other company securities leaving you with no good way to convert that stock or option into cash until there is a liquidity event. It is important to make sure to be compliant with SEC rules and your company’s policies while maximizing the value of your stock-based compensation.Read Now
Incentive stock options and the AMT
June 4, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
How do geopolitical shocks impact markets?
June 4, 2025While geopolitical events don’t often have lasting impacts on equities, local markets can be hit hard. Here’s what you need to know.Read Now
What is a living trust?
June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
Business succession planning: Building an effective team
June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read NowUS adds 139,000 jobs in May, showing gradually moderating labor market
June 9, 2025The May jobs report showed continued labor resilience despite a slowing pace and underlying concerns about the impact of tariffs and Federal government cuts.Read NowAll eyes on DC: 3 things investors should watch
June 6, 2025We discuss how the deficit, Section 899 of the new bill and deregulation might affect portfolios.Read NowJetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read NowAI tools and your privacy: What you need to know
June 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read NowManaging stock-based compensation in private companies
June 4, 2025If you are an employee of a private company, part of your compensation may be paid in stock, restricted stock units, stock options, or other company securities leaving you with no good way to convert that stock or option into cash until there is a liquidity event. It is important to make sure to be compliant with SEC rules and your company’s policies while maximizing the value of your stock-based compensation.Read NowIncentive stock options and the AMT
June 4, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowHow do geopolitical shocks impact markets?
June 4, 2025While geopolitical events don’t often have lasting impacts on equities, local markets can be hit hard. Here’s what you need to know.Read NowWhat is a living trust?
June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read NowBusiness succession planning: Building an effective team
June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now