Joshua MillerJoshua MillerManaging DirectorWealth Partner
Awards and Industry Recognition
Forbes
About Joshua
Joshua Miller is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.
As the founder and leader of The Miller Group, Josh works with some of the most prominent clients in the area, including business owners, corporate executives, successful professionals, hedge funds, money managers, securities traders and investment bankers. His focus is on delivering holistic wealth management designed to connect all the pieces of clients' financial lives. A longtime resident of the greater Chicago region, his relationships, network and connections help him expand the firm's presence among key stakeholders in the community.
Josh partners with clients to articulate what they are striving to achieve and how they want their wealth to impact their lives, their families, future generations and the community around them. He finds that as assets accumulate, there is a greater need for experienced guidance to help navigate the complexities of financial decisions.
Highly involved in the day-to-day oversight of investment activities for the team, Josh spearheads the strategic development of portfolios that align with goals-based needs. His strength can be found in his meticulous attention to detail, in which he scans the financial landscape, conducting equity research to identify patterns, trends and innovative opportunities. Josh acts as a powerful gateway to the deep breadth of resources at J.P. Morgan, scaling these capabilities down to the needs of each individual. He fosters an environment of excellence and empowers his team to act in the best interests of clients.
Josh has more than 35 years of experience in financial services. He lives in Glencoe, Illinois, with his wife, Pamela, and they have successfully launched their three children, Ben, Jennifer and Lauren. He proudly supports many charities and organizations through the Miller Family Charitable Fund. When Josh is not at the office, he enjoys tennis, golf and hiking. His greatest joy can be found in the time he spends traveling together with his children.
Insights
How AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now
Eye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now
Insight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
Insight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
Three big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read Now
Quick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read Now
What’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
Insight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
June 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read NowHow AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read NowEye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowInsight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowInsight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowThree big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowQuick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowWhat’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowInsight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now