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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Where to invest cash to boost its yield
June 1, 2026Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read NowMarkets and Economy
If the shock doesn’t stick: Mapping out de-escalation
May 29, 2026Markets remain priced for persistent risk, but if tensions with Iran ease, investors could rotate toward unloved and less-owned sectors and regions.Read NowWealth Planning
What is a living trust?
May 27, 2026You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read NowInvesting
What motivates borrowers to leverage different lines of credit?
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Family wealth services: Building in a more holistic approach to wealth management
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The value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowRetirement
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May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read NowFamily Legacy
How parents can create financially independent adults
May 18, 2026Education, communication and planning are key for successfully raising financially independent adults.Read NowWealth Planning
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