Wendi Doyle is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
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 clients 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.
Before returning to J.P. Morgan, 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 is involved in the community and served for many years on the Board of Directors for The American Cinematheque and The Bogart Foundation for Pediatric Cancer Research.