Patrice O'MalleyPatrice O'MalleyExecutive Director, Lending Specialist
About Patrice
Patrice O'Malley is an Executive Director and Lending Specialist at J.P. Morgan Wealth Management, covering the East Region.
Patrice draws from her deep background across the wealth management spectrum to offer insight into the important role that borrowing plays in helping clients optimize their financial scenarios. She serves as a teacher and a coach, educating Advisors on the different methods of incorporating lending into their respective practices. In particular, she strives to expand their knowledge base and guide them in becoming more articulate in the array of securities-based lending products offered by the firm.
Before transitioning to J.P. Morgan Wealth Management, Patrice spent more than 20 years as a Banker at J.P. Morgan Private Bank.
Insights
Investing
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Outlook
June 2025 CPI report: Tariffs are having an impact on consumer prices
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Fraud
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Markets
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Fraud
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Wealth Planning
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Family Legacy
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Markets
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Markets
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June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read NowInvesting
Don’t sell America – bet on it
July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read NowOutlook
June 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read NowFraud
How to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read NowMarkets
3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read NowFraud
AI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowWealth Planning
Think before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read NowFamily Legacy
Protect your passion: Make the most of your car collection
July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read NowMarkets
A half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read NowMarkets
5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
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