Patrice O'MalleyPatrice O'Malley
Executive 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

Markets

How to better position portfolios before the hard data changes

May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
Outlook

May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach

May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Wealth Planning

You’ve decided to share your wealth with family. Now what?

May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
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