- The Willis Family Story
Stephen is head of the Mid-Atlantic Region for the J.P. Morgan Private Bank. Stephen leads a team of 50 professionals that oversee more than $24B in client assets. He and his team advise families, public and private business owners, and foundations on comprehensive wealth management strategies.
Before joining J.P. Morgan, Stephen was a Vice President at Goldman Sachs where he oversaw portfolio management and wealth planning for clients throughout the Mid-Atlantic region. Prior to joining Goldman Sachs, Stephen was a Portfolio Manager at United States Trust Company in New York and a Financial Analyst at Sanford C. Bernstein, a New York based investment management and research firm. He is a Certified Financial Planner.
Stephen earned his BA from Colgate University and his MBA in finance from Vanderbilt University. Stephen is on the Board of Governors for the Lower Merion Township Scholarship Fund and lives outside of Philadelphia with his wife, Jennifer, and children Sydney and Tyler.
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