Patricia McGlothlin Stewart, CFP
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Patricia (Trisha) McGlothlin Stewart worked in various capacities for JPMorgan for over three decades and has extensive knowledge and experience in advising high-net-worth individuals, trusts, not-for-profits, and corporations. In her last position at Morgan, she was a managing director and head of the Investment Advice Lab. In that role, she advised the firm’s clients on strategic decisions around asset allocation, spending policies, and generational planning, and was responsible for the Private Bank’s analytics and modeling tools, including the proprietary wealth projection tool that received a US patent. She has published numerous articles on wealth management and been a frequent speaker and instructor on these and related issues. Prior to joining the Private Bank, Stewart was an investment banker with Morgan in New York and London, providing corporate finance and capital markets advice to global corporations and government entities.
Stewart holds a BA from Smith College and is a CFP® professional. Previously she served on the Board of Trustees of the Madeira School and was on their Investment Committee.
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