Maureen RaihleMaureen Raihle, CPWA®, CEPA®Managing DirectorWealth Partner
Awards and Industry Recognition
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About Maureen
Maureen Raihle is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
A co-founder of the Ver Bockel Raihle Koricanac Group, Maureen provides in-depth strategy and advice to high-net-worth individuals and families, helping them deploy their wealth with greater clarity and insight. With more than 40 years of experience, she is intimately familiar with the needs of an accomplished clientele in growing and stewarding their wealth.
As a Managing Director, Maureen is also the Portfolio Manager overseeing the team's proprietary equity strategies. In this capacity, Maureen tailors her approach to the parameters of each client, mindful of the client's time horizon, cash-flow needs, risk tolerance, and tax circumstances. Business owners and entrepreneurs also look to Maureen for guidance in planning a sale or transfer. She orchestrates end-to-end support for this transition, working in concert with a client's tax and legal advisors to pursue a smooth and timely transaction. Maureen also meets regularly with high-net-worth families to establish comprehensive financial plans that reflect their priorities. Her extensive experience allows her to combine customized portfolio strategies with tax and estate planning, supporting clients in pursuing their financial goals more effectively.
Maureen began her career in 1985 on the Chicago Board Options Exchange with Drexel Burnham Lambert. In 1987, she transitioned to Merrill Lynch Wealth Management as a Financial Advisor. Nine years later, Maureen and John Ver Bockel formed the first team within the Private Banking and Investment Group (PBIG) at Merrill Lynch. As a Private Wealth Advisor within PBIG, Maureen provided integrated strategy and advice to high-net-worth families throughout the country, addressing multiple facets of their wealth. She was promoted to Managing Director during her 33-year tenure at Merrill. In 2019, Maureen and John moved their team to First Republic Wealth Management. She has been a Wealth Partner with J.P. Morgan Wealth Management since 2023.
Maureen graduated from Bradley University with a B.A. in Finance and Economics. She holds the Certified Private Wealth Advisor (CPWA®) and the Certified Exit Planning Advisor (CEPA®) designations.
Active in philanthropy, Maureen served as a Director on the Chicago Children's Memorial Foundation Board for thirteen years and as a Director on the Board of Advisors for the Knapp Entrepreneurship Center at the Illinois Institute of Technology. She has also served on the board of the Wood Family Foundation for three years.
CPWA® and Certified Private Wealth Advisor® are registered trademarks owned by IMCA Investment Management Consultants Association®.
Insights
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
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Insight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
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July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
Insight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
Insight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowInsight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowInsight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowInsight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now