Maureen RaihleMaureen Raihle, CPWA®, CEPA®Managing DirectorWealth Partner
Awards and Industry Recognition
Barron's
Forbes
About Maureen
Maureen Raihle is a Managing Director, Wealth Partner and Portfolio Manager 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 a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment 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 13 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.
Maureen was inducted into Barron's Hall of Fame in 2019 and has been named among Barron’s Top 1,200 Financial Advisors for the years 2019, 2018, 2017, 2016. Barron’s also named her among the Top 100 Women Financial Advisors for the years 2019, 2018, 2017, and 2016. Forbes recognized her as one of the Wealth Advisors Best-In State for the years 2025, 2024, 2023, 2022, 2021, and 2019, and her team as one of the Wealth Management Teams Best-In-State for 2025, 2024 and 2023. Additionally, Forbes listed her among America’s Top Women Wealth Advisors for the years 2025, 2024, 2023, 2022, 2021, 2019, 2018, and 2017, and the Top Women Wealth Advisors Best-In State for 2025, 2024 and 2023. She was also named among Workingmoms.com Top 200 Wealth Advisor Moms in 2017 and Financial Times FT 400 Top Financial Advisers in 2016.
Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.
CEPA® and Certified Exit Planning Advisor® are registered trademarks owned by Exit Planning Institute.
J.P. Morgan Securities LLC (“JPMS”) investment advisory programs may not be appropriate for all investors, depending on individual investment objectives and goals. For more information about the investment advisory programs available, please see the applicable program disclosure brochure (“JPMS ADV”), available at www.jpmorgan.com/ADV.
Insights
Jumping hurdles: The race to year end
October 30, 2026Despite a crowded risk calendar, breadth and historical outperformance set the U.S. stock market up for outsized returns after the midterm elections.Read Now
Kevin Warsh vows ‘no ifs, ands or buts’ on delivering price stability as Fed holds rates in October
October 28, 2026The Fed held rates steady in October, but the inflation fight isn’t over. Key takeaways for investors on what it means for borrowing costs, cash yields and markets.Read Now
AI spending is booming. So why isn’t the US economy growing faster?
October 28, 2026AI spending is booming, but U.S. growth hasn’t accelerated. Imported hardware can offset GDP gains, and AI capex may crowd out other investment as rates rise.Read Now
How to retire early using a ‘bridge fund’ with after-tax savings
October 28, 2026Want to join FIRE? Learn how to bridge the gap between early retirement and access to retirement accounts with smart investing, tax-efficient strategies and withdrawal planning.Read Now
How to plan your charitable giving strategy
October 27, 2026Learn charitable giving strategies – from cash gifts to donor-advised funds and planned giving – to help support causes you care about and that align with your financial goals.Read Now
Brazil runoff: Lula wins a fourth term
October 27, 2026The victory sets a tougher political backdrop: a right-leaning Congress and rising fiscal pressure. Markets may react negatively near term, but growth looks neutral.Read Now
Changing your state of residence for tax purposes
October 26, 2026When you move to a new state, you may need to sever ties to your former state to change your tax domicile. Half measures can leave you open to tax claims from your prior home state.Read Now
Credit markets look for AI’s weak links
October 23, 2026The “artificial intelligence” label alone is no longer enough for lenders. Credit markets are separating durable cash flow from debt-reliant growth as spending scales.Read Now
Losing a loved one: A checklist of tasks to consider
October 23, 2026Losing a loved one is difficult. A checklist of important tasks – from gathering important documents to arranging care for pets – may help ease some of the stress.Read NowJumping hurdles: The race to year end
October 30, 2026Despite a crowded risk calendar, breadth and historical outperformance set the U.S. stock market up for outsized returns after the midterm elections.Read NowKevin Warsh vows ‘no ifs, ands or buts’ on delivering price stability as Fed holds rates in October
October 28, 2026The Fed held rates steady in October, but the inflation fight isn’t over. Key takeaways for investors on what it means for borrowing costs, cash yields and markets.Read NowAI spending is booming. So why isn’t the US economy growing faster?
October 28, 2026AI spending is booming, but U.S. growth hasn’t accelerated. Imported hardware can offset GDP gains, and AI capex may crowd out other investment as rates rise.Read NowHow to retire early using a ‘bridge fund’ with after-tax savings
October 28, 2026Want to join FIRE? Learn how to bridge the gap between early retirement and access to retirement accounts with smart investing, tax-efficient strategies and withdrawal planning.Read NowHow to plan your charitable giving strategy
October 27, 2026Learn charitable giving strategies – from cash gifts to donor-advised funds and planned giving – to help support causes you care about and that align with your financial goals.Read NowBrazil runoff: Lula wins a fourth term
October 27, 2026The victory sets a tougher political backdrop: a right-leaning Congress and rising fiscal pressure. Markets may react negatively near term, but growth looks neutral.Read NowChanging your state of residence for tax purposes
October 26, 2026When you move to a new state, you may need to sever ties to your former state to change your tax domicile. Half measures can leave you open to tax claims from your prior home state.Read NowCredit markets look for AI’s weak links
October 23, 2026The “artificial intelligence” label alone is no longer enough for lenders. Credit markets are separating durable cash flow from debt-reliant growth as spending scales.Read NowLosing a loved one: A checklist of tasks to consider
October 23, 2026Losing a loved one is difficult. A checklist of important tasks – from gathering important documents to arranging care for pets – may help ease some of the stress.Read Now