650 South Exeter Street, Suite 910
(410) 864-2631 Office Phone Opens in a new window
What impact would you like to make? At J.P. Morgan Private Bank, we'll start there. We have been helping families like yours identify, manage and meet their financial goals for generations. Highly personalized banking. Wealth planning. Investing. Lending. And surrounding it all, advice tailored to your unique needs—to create the life and legacy you envision.
Jackie Perrins
Scott Canuel
Executive Director, Market Team Lead
Justin Bakewell
Doug Holthaus
Ned Walton
Goals-based investing and advice
Our goals-based advice helps you identify your priorities, passions and pain points. Then we help you create a direct link between the outcomes that matter most to you and the wealth management strategies that can achieve them.
Securities-based lending
How can you free up money for short-term needs—and keep your long-term investments working for you? One solution is using your investment portfolio as collateral for a line of credit.
Protecting your personal wealth
Is too much of your personal wealth invested in your business? When it comes to diversification, business owners have special needs.
Digital capabilities for U.S. Clients
Access your accounts, move money and protect your information. Our web-based tools and apps make it possible.
Our wealth advisors share their decades of experience and unique perspectives with you and your attorneys to turbocharge your estate planning process.
Cross-border wealth advisory
Managing wealth is tough enough. Managing it over multiple countries, time zones and tax codes is even more so. We provide comprehensive wealth management services for those with international lives or families.
Business owner advisory
Owning a business comes with its own set of challenges. That's why we offer strategic, impartial advice and a sounding board whenever you need it.
Executive compensation advisory
Our specialists have thought through the big challenges facing today's corporate executives—and how best to address them. They can translate these innovative but practical approaches into a strategy just for you.
When you're ready to establish your philanthropic plan, we can help you identify the approach and structure that's right for you.
Cybersecurity & fraud awareness
We provide educational programs and materials to help you, your family and your home office staff to understand emerging threats and stay up to date on fraud protection best practices.
We provide personalized wealth advice, planning and management for families with complex financial needs.
Managed portfolio strategies
What sets us apart? A client-first philosophy that starts with a dialogue focused clearly on your objectives and the best way to meet them.
Explore the range of opportunities to enhance investment returns and portfolio diversification beyond traditional markets.
At the Private Bank, we give you more than just execution. You'll have access to strategists. Credit analysts. And economists. Each offering advice and seeking opportunities in every region, in every sector, throughout the ups and downs of the markets.
You have enormous power to change our society and environment for the better. But building an effective sustainable portfolio can be daunting. We can guide you.
When you're ready to take advantage of institutional-level investment services, we can connect you to our global custody platform through your private banking relationship.
Our client service team gets to know you on a personal level and manages your full J.P. Morgan relationship, looking at your entire financial picture to make banking more efficient and more focused on your needs.
Our customizable business banking tools are designed to keep up with you, optimize your operating cash and save precious time.
Our range of award-winning digital tools, capabilities and mobile apps make banking easier and more secure than ever before.
Our real estate lending specialists tap resources from across the entirety of JPMorgan Chase to deliver the property intel and financing you need to meet your unique goals.
Specialty asset management
Our specialty asset teams help manage the day-to-day operations and preserve the long-term value of non-financial assets in your trust or estate, such as real property, private businesses and mineral interests.
Maryland's rising economy brought J.P. Morgan to Baltimore – catch up with the office's Private Bank leader, Scott Canuel, on where we are now as he sits down with The Baltimore Sun.
[pleasant electronic music]
Scott: Hi. I am Scott Canuel. I am the Market Team Lead and Executive Director for J.P.Morgan's Private Bank in Baltimore.
It's really an exciting time for J.P.Morgan and the Private Bank to be coming to Baltimore. We've been serving the community, both individuals, families and businesses for the past 20 years from various offices. And with Maryland thriving the way it is today, it's really the right time for us to have boots on the ground locally to be investing in our communities and to make this town our home. J.P.Morgan has been doing this for over 150 years in the Private Bank, and so we can leverage broad capabilities of investing, family office management, philanthropy, credit, fiduciary services, and special advisory services that help a wide array of clients.
Our approach is different than in a lot of other private banks and other solutions that are out there. We focus on a client's and an individual and a family's goals and aspirations; what they're trying to accomplish with their wealth. In addition to helping clients we manage daily volatility, which is top of mind. We also help people, you know, think really long term about what they want to accomplish with their wealth, the purpose and the intent for the wealth they've accumulated and helping them over multiple generations ensure that the future is as bright as the present for them. It's really about helping define the goals and then helping to achieve those goals over time. They may be thinking about a transition of their business. They may also be thinking about how do I retire? I've saved for 20 years and now I have 10 more years of work left. Have I saved enough? What are my goals and aspirations? So those families that are accumulating wealth and have accumulated a portion of wealth that's investable or, you know, we work with many families just on the banking side of the relationship through mortgages and lending as well as traditional banking services. But at the end of the day our main objective is to sit down with a client, a family, an institution, and help them understand what their long-term focus is.
As JPMorgan Chase and the Private Bank come to Baltimore, we're doubling down on our efforts in philanthropy, investing 25 million philanthropic dollars in our community. Focusing on small business growth, workforce development and training as well as community development and to improve financial health for the families that live in our communities. We plan to more than double the size of our team over the next several years so those of us on the ground are excited about what we're about to build and what we can do in this community with the J.P.Morgan brand and that franchise behind us.
The Baltimore Sun. Baltimoresun.com. Up Close with Scott Canuel. Market Team Lead & Executive Director.
Sponsored content.
J.P. Morgan Private Bank.
A man with short black hair and wearing a business suit, Scott Canuel, speaks from an office overlooking a large city.
Mr. Canuel:
Hi. I am Scott Canuel. I am the Market Team Lead and Executive Director for J.P. Morgan Private Bank in Baltimore.
J.P. Morgan Private Bank in Baltimore.
It's really an exciting time for J.P. Morgan Private Bank to be coming to Baltimore, we've been serving the community both individuals, families and businesses for the past twenty years from various offices and with Maryland thriving the way it is today. It's really the right time for us to have boots on the ground locally to be investing in our communities and to make this town our home.
A short video montage shows people strolling along Baltimore's scenic Waterfront Promenade and an aerial view of Baltimore's Inner Harbor with its historic seaport and majestic skyline.
J.P. Morgan has been doing this for over one hundred and fifty years with the Private Bank, and so we can leverage broad capabilities of investing, family office management, philanthropy, credit, fiduciary services, special advisory services that help a wide array of clients.
How We Can Serve You?
Executives sit on sofas, in a corporate lounge, and discuss a document. Next, a close-up of Mr. Canuel.
Our approach is different than in a lot of other private banks and other solutions that are out there. We focus on a client's, individual, and family's goals and aspirations; what they're trying to accomplish with their wealth. In addition to helping clients we manage daily volatility, which is top of mind.
People walk past the "Spirit of Baltimore," a large Cruise Ship in the Inner Harbor. Then, a close-up of Mr. Canuel.
We also help people, you know, think really long term about what they want to accomplish with their wealth the purpose and the intent for the wealth they've accumulated and helping them over multiple generations ensure that the future is as bright as the present for them. It's really about helping define the goals and then helping to achieve those goals over time. They may be thinking about a transition of their business. They may also be thinking about, "how do I retire?" I've saved for 20 years and now I have 10 more years of work left. Have I saved enough? What are my goals and aspirations? So those families that are accumulating wealth and have accumulated a portion of wealth that's investable or, you know, we work with many families just on the banking side of the relationship through mortgages and lending as well as traditional banking services. But at the end of the day our main objective is to sit down with a client, a family, an institution, and help them understand what their long-term focus is.
In Your Community.
As J.P. Morgan Chase and the Private Bank come to Baltimore, we're doubling down on our efforts in philanthropy, investing twenty-five million philanthropic dollars in our community.
Cars drive along Chestnut Street, with its storefronts and small businesses.
Focusing on small business growth, workforce development and training as well as community development and to improve financial health for the families that live in our communities. We plan to more than double the size of our team over the next several years so those of us on the ground are excited about what we're about to build and what we can do in this community with the J.P. Morgan brand and that franchise behind us.
jpmorgan.com/baltimore. 410-864-2634.
Legal disclosures appear.
"J.P. Morgan Private Bank" is a brand name for private banking business conducted by JPMorgan Chase & Co. and its subsidiaries worldwide. JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. JPMCB and JPMS are affiliated companies under the common control of JPMorgan Chase & Co. INVESTMENT PRODUCTS • NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE. Copyright 2019 JPMorgan Chase & Co. All rights reserved.