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
Past, present, future: Here’s where we stand
November 22, 2024We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.Read Now
The impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
Planning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now
Custodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read Now
A loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read Now
What will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read Now
Outlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read Now
We need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Your house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowPast, present, future: Here’s where we stand
November 22, 2024We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.Read NowThe impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowPlanning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowCustodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read NowA loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowWhat will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowOutlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowWe need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowYour house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now