Elaine MeyersElaine Meyers
Managing Director
Wealth Partner

"My team and I offer a family office–style approach to comprehensive wealth management, addressing the sophisticated financial needs of technology founders, Silicon Valley entrepreneurs, executives and family offices."

Awards and Industry Recognition

Featured in
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Forbes

Top 100 Women Wealth Advisors
2023 • 2022 • 2021 • 2020 • 2019 • 2018 • 2017
Top Wealth Advisors Best-In-State
2023 • 2022 • 2021 • 2020 • 2019
America's Top Wealth Advisors
2023 • 2021 • 2020 • 2019 • 2018 • 2017 • 2016
Top Women Wealth Advisors Best-In-State
2024 • 2023
Top Wealth Management Teams Best-In-State
2024
Top Women Wealth Advisors
2024

Barron's

Hall of Fame
2020
Top 50 Private Wealth Management Teams
2019
Top 100 Financial Advisors
2023 • 2022 • 2020 • 2019
Top 1,200 Financial Advisors
2023 • 2022 • 2021 • 2020 • 2019 • 2018
Top 100 Women Financial Advisors
2022 • 2021 • 2020 • 2019 • 2018 • 2017

Working Mother

Top Wealth Advisor Moms
2020 • 2019 • 2018 • 2017 

About Elaine

Elaine Meyers is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.

She offers a family office style approach to comprehensive wealth management, addressing the sophisticated financial needs of technology founders, Silicon Valley entrepreneurs, executives and family offices. Elaine brings guidance in the areas of diversification of concentrated wealth, tax minimization, estate planning and other long-term wealth management strategies.

With over two decades of ultra-high-net-worth investment experience, Elaine has developed keen insights into the complexities of significant wealth. She works closely with her clients to inform them on asset allocation strategies that seek to balance their risk exposure, creating tailored portfolios uncorrelated to their concentrated equity positions.

Elaine leverages the wide breadth of J.P. Morgan's industry-leading resources, including alternative investments, intellectual capital, trust and estate capabilities, insurance, mortgages, lending and credit offerings to help her clients pursue their individualized financial goals. By partnering alongside their CPAs and other trusted consultants, she works diligently to ensure the totality of their financial picture is considered.

Elaine joined J.P. Morgan in 2016 to offer clients the boutique advisory environment available at the firm. Previously, she was a Managing Director with the Private Bank at Credit Suisse and spent 14 years working at major international investment firms. She began her career at Bank of America's Private Bank.

Elaine lives in the Bay Area with her husband, Mike, and their four children. Outside of the office, she enjoys spending time with her family.

Insights

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