About Wendi

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.

Insights

Outlook

100 trading days in: Why 2024 is different

May 24, 2024It’s been a paradox of progress for investors in 2024. But what’s the market’s secret to success—and what could come next?Read Now
Investing

How to invest in AI’s next phase

May 23, 2024We think it’s time for investors who want to buy into AI to expand their approach. Here’s how you could consider investing.Read Now
Wealth Planning

You can’t always get what you want: Talking with children about wealth and entitlement

May 22, 2024Open communication about family wealth and values can help stave off a sense of entitlement in children – and encourage them to forge their own path.Read Now
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