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Wendi DoyleWendi DoyleManaging DirectorWealth Partner
Awards and Industry Recognition
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Forbes
About Wendi
Wendi Doyle is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
As a founding member of The DWC Team, Wendi brings over four decades of private banking and investment advisory experience in which she gained significant insight into the needs of wealthy individuals, multigenerational families, family offices and business managers. She provides her select group of clients and their families with wealth management guidance, including planning, asset allocation and investment strategies, lending, banking, and fiduciary services. She works in close coordination with her clients' other advisors, such as CPAs, attorneys and family office personnel. For Wendi and her colleagues, family dynamics and personal interests are at the center of crafting client's long-term plans. The team prides themselves on superior responsiveness, efficiency, and sensitivity to client life events.
Before returning to J.P. Morgan with her team in 2023, Wendi was a Managing Director and Wealth Manager with First Republic Investment Management. Previously, she spent over twenty years at J.P. Morgan, where she served as the manager of the firm's Private Bank in Southern California from 2001 to 2004. Her earlier experience includes roles at Credit Suisse Private Bank and Lehman Brothers.
Wendi earned a B.A. in Psychology from Barnard College/Columbia University. She and her husband are engaged members of their local communities in both Los Angeles and Boston. They take great pride in their recently graduated adult daughter, who now lives and works in New York City. They are committed to making a positive impact through their involvement in various organizations and initiatives across these major metropolitan areas. Wendi served for many years on the Board of Directors for The American Cinematheque and The Bogart Foundation for Pediatric Cancer Research, and as an advisor to the Wonder of Reading.
Insights
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A tale of two markets: Divergence amid the post–Labor Day sell-off
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Mind your business: How to keep your company cyber secure
September 5, 2024Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read Now![](http://dynl.mktgcdn.com/p/mQbrAIRc3Vy-XVQhlPnO2KAw_veL1q9Q9o4NzgocV_0/1440x810.jpg)
New York estate planning
September 4, 2024When putting together an estate plan or any financial plan, you and your attorney should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York State.Read Now![](http://dynl.mktgcdn.com/p/sTo-JwUa0Bg9XvjFFJByivncYQdhsSxd2KqW1pyd5ms/1440x810.jpg)
Managing cash: Make sure your assets are well protected
September 4, 2024Choosing where and how to hold your cash reserves is an important part of your overall financial strategy.Read Now![](http://dynl.mktgcdn.com/p/uTKYmXXruUpwMEhlu_26KY2NkmUfV8BhpHB8FNcjqNE/1440x810.jpg)
Eye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market
September 3, 2024The latest Eye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market explores the outlook for an AI-driven US equity market.Read Now![](http://dynl.mktgcdn.com/p/KliVEQLV4CYvTXZk7hw2i5Wd0SVAHi-rBe0Eo54SCNk/1440x810.jpg)
3 moments that defined August
August 29, 2024As we set course for the upcoming rate cutting cycle, here’s what we learned from August’s highs and lows.Read Now![](http://dynl.mktgcdn.com/p/S_bBeVS72NzJdpFPVtgqQOfA_CaESQGcy5LdgfMaoC4/1440x810.jpg)
The importance of business cash management
August 28, 2024Managing cash effectively is a key ingredient to business success. Discover more about planning for seasonal fluctuations and optimizing the returns on your business cash.Read Now![](http://dynl.mktgcdn.com/p/mDTbXbEIfW_0kwf-xbvFlywBqdA1lIIyQXZWfOvGQ9Q/1440x810.jpg)
When is the right time to buy a second home?
August 27, 2024Buying a second home is a big step on your real estate journey. To determine when the time is right, look at your finances, motivations for buying and the housing market.Read Now![](http://dynl.mktgcdn.com/p/vFGi72EXbnQr5yYPCDUnqdJu1N2sw8sgBsOI865qcHk/1440x810.jpg)
Insight 8: Work together to build a better world
August 27, 2024Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now![](http://dynl.mktgcdn.com/p/l6QhxuV4YnT2L9Df1WtuI3F8-wqEMArG4gy6laS4Y_w/1440x810.jpg)
A tale of two markets: Divergence amid the post–Labor Day sell-off
September 6, 2024This week, AI underperformed while fixed income shined. Here's our take on a week of volatile market moves.Read Now![](http://dynl.mktgcdn.com/p/cVUd6--VIRK1ceLbmSc_iJ_-WIqrIAl-FRYmx0bk6JU/1440x810.jpg)
Mind your business: How to keep your company cyber secure
September 5, 2024Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read Now![](http://dynl.mktgcdn.com/p/mQbrAIRc3Vy-XVQhlPnO2KAw_veL1q9Q9o4NzgocV_0/1440x810.jpg)
New York estate planning
September 4, 2024When putting together an estate plan or any financial plan, you and your attorney should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York State.Read Now![](http://dynl.mktgcdn.com/p/sTo-JwUa0Bg9XvjFFJByivncYQdhsSxd2KqW1pyd5ms/1440x810.jpg)
Managing cash: Make sure your assets are well protected
September 4, 2024Choosing where and how to hold your cash reserves is an important part of your overall financial strategy.Read Now![](http://dynl.mktgcdn.com/p/uTKYmXXruUpwMEhlu_26KY2NkmUfV8BhpHB8FNcjqNE/1440x810.jpg)
Eye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market
September 3, 2024The latest Eye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market explores the outlook for an AI-driven US equity market.Read Now![](http://dynl.mktgcdn.com/p/KliVEQLV4CYvTXZk7hw2i5Wd0SVAHi-rBe0Eo54SCNk/1440x810.jpg)
3 moments that defined August
August 29, 2024As we set course for the upcoming rate cutting cycle, here’s what we learned from August’s highs and lows.Read Now![](http://dynl.mktgcdn.com/p/S_bBeVS72NzJdpFPVtgqQOfA_CaESQGcy5LdgfMaoC4/1440x810.jpg)
The importance of business cash management
August 28, 2024Managing cash effectively is a key ingredient to business success. Discover more about planning for seasonal fluctuations and optimizing the returns on your business cash.Read Now![](http://dynl.mktgcdn.com/p/mDTbXbEIfW_0kwf-xbvFlywBqdA1lIIyQXZWfOvGQ9Q/1440x810.jpg)
When is the right time to buy a second home?
August 27, 2024Buying a second home is a big step on your real estate journey. To determine when the time is right, look at your finances, motivations for buying and the housing market.Read Now![](http://dynl.mktgcdn.com/p/vFGi72EXbnQr5yYPCDUnqdJu1N2sw8sgBsOI865qcHk/1440x810.jpg)
Insight 8: Work together to build a better world
August 27, 2024Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now![](http://dynl.mktgcdn.com/p/_NobfLqa0Tuw8Wf6bLeHDLPyBU_z2doPwHX2iZ91dq4/1482x1000.png)