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
December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read NowDecember 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read NowMaking the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowSelling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read NowNavigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read NowNavigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read NowShould I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowInsulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read NowAsset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowProviding for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now