Madelyn R. MillerMadelyn R. MillerManaging DirectorWealth Partner
Awards and Industry Recognition
Forbes
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
Insights
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
Lessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read NowBuilding tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read NowWhere will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read NowDebunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read NowWhen disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowBuilding up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowU.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read NowPlanning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read NowLessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read Now