Madelyn R. MillerMadelyn R. Miller
Managing Director
Wealth Partner

"I care deeply about my clients and am passionate about partnering with them to reach their long-term financial goals with customized investment plans."

Awards and Industry Recognition

Forbes

America's Top Wealth Advisors
2022 • 2021 • 2020
Top Women Wealth Advisors Best-In-State
2024 • 2023 • 2022
Top Wealth Advisors Best-In State
2024 • 2023 • 2022

About Madelyn

Madelyn R. Miller is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.

Madelyn brings over 25 years of financial services industry experience working with affluent families and institutions, as well as their respective trusts, estates, foundations and endowments, to focus on comprehensive wealth management. She assists clients with investment strategy, asset allocation, portfolio construction and engineering, estate planning, charitable giving, hedging concentrated stock positions and planning for the sale of privately-held businesses. She is also a member of the J.P. Morgan Wealth Management Women Financial Advisors Council.

Prior to joining J.P. Morgan in 2012, Madelyn was a Principal and Financial Advisor at Bernstein Global Wealth Management where she worked since 2008. Previously, she held various positions in finance with the Caisse des dépôts et consignations, Bellemead Development Corporation and Salomon Brothers. Earlier in her career, Madelyn was a Certified Public Accountant in the tax and audit departments of PricewaterhouseCoopers.

Madelyn earned her Bachelor's in Accounting and Finance from The Wharton School of the University of Pennsylvania and an M.B.A. from Harvard Business School. She resides in Manhattan with her husband of over 35 years and has two daughters.

Outside her role as a Wealth Partner, Madelyn's affiliations include:

New York State Society of CPAs (2008–present)

• Family Office Committee, Chairman, 2016–2018

• Chair of 2012–2018 Annual Family Office Conferences

• Entertainment, Arts and Sports Committee, Chairman, 2013–2015, and Chair of 2014 Conference

• Estate Planning Committee, Member

Harvard Business School Women's Association, Board Trustee, 2009–2018

• Chairman, 2014–2018

• President, 2012–2014

Financial Women's Association, Board Trustee

• Strategic Finance Committee, Co-Chair, 2015–2016

• Investment Advisory Committee, Member, 2015–2016

• Not-For-Profit Committee, Co-Chair, 2014–2015

Economic Club of New York, Member

Investment Committee Member, Foundation for Accounting Education Endowment

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