Managing Director, J.P. Morgan Private Bank
Deevana Palazzolo
Panel: Building Your Financial Strategy: Investing, Wealth-Building, and Literacy
Deevana Palazzolo is a Managing Director at the J.P. Morgan Private Bank in New York. She partners alongside a team of specialists who deliver customized wealth management solutions for public and private corporate executives, family offices, wealthy families and other strategic clients of the firm such as not-for-profits, endowments, and foundations. This includes advising on customized investment strategies, traditional banking, structured lending and tax efficient gifting to maximize trust and estate planning.
Deevana has been with the firm for more than 20 years. She started her career in 2002 with JPMorgan’s Investment Bank in the Public Finance Group covering airport issuers. She spent 5 years in theInvestment Bank before joining the Private Bank in 2007. Deevana also co-founded JPMorgan’s Asset and Wealth Management Asian Leadership Forum, the first Business Resource Group with more than 1,000 members to provide professional support to Asian colleagues and those interested in Asian culture.
Prior to joining JPMorgan, Deevana was anHonors Paralegal in the Department of Justice, Anti-Trust Division. From 1997to 1999, she reviewed and evaluated Hart-Scott-Rodino filings for telecommunication mergers. Deevana graduated from the University of California, San Diego and received a Masters in Public Administration from the Wagner School of PublicService at New York University. She is Series 7 and 63 licensed. She resides in New York City withher husband and two children.