Julie Leppo

Background

About Julie Leppo

As a Vice president and Banker at J.P. Morgan Private Bank, I work with successful individuals, multi-generational families, business owners, executives and other wealth creators who seek a source of trusted guidance to help transform their hard work into sustainable legacies. By tailoring my advice to each client’s circumstances, I provide ongoing partnership to navigate the complexity—and alleviate the stress—that often accompanies significant assets. I spend time getting to know each individual—the goals they have for themselves and how they want their wealth to be positioned for the people and charitable causes that are most important to them. My approach is long-term, and I design tailored strategies across the balance sheet—investing, lending, banking, trust and estate strategies, and more. I have a particular interest in working with women in transition, empowering them to establish their own identities, often as they achieve financial independence for the first time. I relate easily to their stories, and I love to walk alongside them as they make sophisticated financial decisions in a confident manner.