Wendi DoyleWendi Doyle

Managing Director

Wealth Partner

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.