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
Will the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read Now
A family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read Now
Insight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Rotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read Now
Insight 2: Foundation of values to define culture and focus
July 29, 2026A 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
Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now
AI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowWill the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read NowA family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read NowInsight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowRotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read NowInsight 2: Foundation of values to define culture and focus
July 29, 2026A 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 NowIs it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowAI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowInsight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now