Stephanie E. Lyons

Background

About Stephanie E. Lyons

As a Vice President and Banker with J.P. Morgan Private Bank, I work closely with a select group of affluent families and institutions who seek first-class, sophisticated guidance for their complex wealth management needs and multifaceted goals. I bring the breadth of the Firm’s resources to bear while delivering thoughtful, customized strategies to clients in order to be a steward of their financial future. My background is rooted in fundamental analysis and institutional asset management; I have worked alongside some of the top asset managers in the world in my previous roles in both investment research and manager selection/due diligence. Through this differentiated perspective, I have an intimate understanding of the strategies on J.P. Morgan’s platform and how clients’ portfolios are put to work. I am motivated by the relationship-driven nature of wealth management and blend my strong technical knowledge with a personable and caring style.