Elaine MeyersElaine MeyersManaging DirectorWealth Partner
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About Elaine
Elaine Meyers is a Managing Director, Wealth Partner and Portfolio Manager at 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 deep experience in the areas of diversification of concentrated wealth, tax minimization, estate planning and other longterm 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 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.
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 help see 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.
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
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