Gratitude to the private bankers, family-office leaders, and trust advisors who steward the wealth of families across generations. Celebrated from public work, with a cited source on every card. Find or get discovered locally in the 🤫 Yellow Pages.
26 of 1024 · celebrated from public information, cited on every card.
President and CEO of Rockefeller Capital Management, the wealth and advisory firm he built out of the historic Rockefeller family office starting in 2018.
Rockefeller Capital Management, New York
He turned a storied single-family office into a national wealth platform while keeping multi-generational, client-first stewardship at its center.
CEO of J.P. Morgan Asset and Wealth Management since 2009, running one of the largest private banks in the world with more than 7 trillion dollars in client assets.
JPMorgan Chase, New York
She has led the firm's private bank and asset management for over 15 years, prized for pairing rigorous investing with deep, durable client relationships.
Global CEO of J.P. Morgan Private Bank, previously CEO of its U.S. Private Bank for five years.
J.P. Morgan Private Bank, New York
He advanced from the U.S. private bank to lead it globally, focused on delivering the whole firm's capabilities to each family he serves.
Co-President of UBS Global Wealth Management and President UBS Asia Pacific, the first UBS divisional president based in the region.
UBS Group, Hong Kong
He relocated to Hong Kong to serve wealth clients where growth is fastest, bringing a builder's energy to the world's largest wealth manager.
Co-President of UBS Global Wealth Management and President UBS Americas, jointly running the firm's global wealth franchise.
UBS Group, New York
He crossed from leading the investment bank to co-steward global wealth, connecting institutional strength to individual families' needs.
Head of Wealth at Citi since 2023, previously president of Merrill Wealth Management overseeing more than 25,000 people.
Citi, New York
He was brought in to unify Citi's private bank and wealth businesses into one connected offering for clients across the wealth spectrum.
CEO of HSBC's private bank since January 2026, previously global head of Citi Private Bank after 18 years at Citi.
HSBC Global Private Banking, New York
She built her name serving entrepreneurs, women, and Asian and next-generation clients, and now leads a global private bank with that same personal focus.
Head of Wealth Management at Morgan Stanley since 2024, overseeing advisors, E*TRADE, and Morgan Stanley at Work across a roughly 6 trillion dollar business.
Morgan Stanley, New York
A former operations chief, he is known for methodically building the technology and platform that scale advice to more people.
Senior Client Advisor at Morgan Stanley and former Vice Chairman of Wealth Management, and the first Black woman on the firm's management committee.
Morgan Stanley, New York
A three-decade Morgan Stanley leader, she is celebrated for building trust with clients and for lifting up the next generation of advisors.
CEO of Bessemer Trust since January 2026, previously the firm's chief investment officer and chief operating officer.
Bessemer Trust, New York
She rose from chief investment officer to lead the 118-year-old family-office firm, carrying its single-minded focus on serving families across generations.
CEO of Julius Baer since 2025, the Swiss private-banking group, after two decades at Goldman Sachs where he co-headed private wealth for EMEA.
Julius Baer, Zurich
He took the helm of a pure-play private bank and moved quickly to sharpen its focus and rebuild momentum for clients.
Global co-head of Wealth Management at Goldman Sachs and a member of its Management Committee, having joined the firm in 1998.
Goldman Sachs, Boston
A career Goldman private-wealth leader, he grew the Americas business and now co-runs it globally with a hands-on advisor culture.
Co-head of Global Private Wealth Management and chair of the business at Goldman Sachs, and co-head of One Goldman Sachs.
Goldman Sachs, New York
She joined Goldman in 2000 and rose to co-lead its private wealth franchise, known for delivering the whole firm to each client family.
CEO and CIO of Soros Fund Management, the family office that manages roughly 25 billion dollars of the Soros family and philanthropic assets.
Soros Fund Management, New York
She runs one of the most watched single family offices, joining investment discipline with the family's long-term philanthropic mission.
Managing Partner of Lombard Odier who co-heads the Geneva firm's private client activities for entrepreneurs and their families.
Lombard Odier, Geneva
As a partner personally liable for the bank, he embodies the long-term, tailored stewardship that has defined the house for over two centuries.
Senior Managing Partner of the Pictet Group since 2024, the eighth generation of the founding family to lead the Geneva private and asset manager.
Pictet Group, Geneva
He leads one of Europe's largest independent private banks under a partnership model built for continuity and unconflicted client service.
Founder and CEO of Iconiq Capital, the hybrid family office and investment firm serving technology founders and families with tens of billions under management.
Iconiq Capital, San Francisco
He built a discreet family office for Silicon Valley's founders by earning their trust early and serving the whole of their financial lives.
President of Wealth Management at Northern Trust since October 2024, having previously served as the firm's chief financial officer.
Northern Trust, Chicago
He leads a 130-year-old trust bank whose culture is built on fiduciary care and serving families across generations.
President of Bank of America Private Bank since 2018, leading thousands of professionals serving ultra-high-net-worth families and institutions.
Bank of America Private Bank, Boston
One of the longest-tenured women leading U.S. private banking, she has expanded the bank's markets and modernized how families are served.
President and co-head of Merrill Wealth Management, previously head of Merrill's private wealth, international, and institutional business.
Merrill (Bank of America), New York
She co-leads more than 25,000 Merrill employees, focused on growing the advisor force that sits beside families through every stage.
President and co-head of Merrill Wealth Management, who began at the firm as a financial advisor in 1994.
Merrill (Bank of America), New York
Having started at the front line as an advisor, he co-leads Merrill with a practitioner's feel for what clients and advisors need.
Managing Partner of Edward Jones since 2019, leading the firm's strategy across the U.S. and Canada after starting there as a financial advisor.
Edward Jones, St. Louis
She rose from a local branch advisor to lead the partnership, championing personal, relationship-based advice for everyday investors.
CEO of Wealth and Investment Management at Wells Fargo since 2020, overseeing Wells Fargo Private Bank, Wells Fargo Advisors, and the Investment Institute.
Wells Fargo, New York
He came from leading JPMorgan's wealth business to reshape Wells Fargo's client experience across its private bank and advisory arms.
Head of the Private Bank and a Management Board member at Deutsche Bank, named Euromoney's Private Banker of the Year 2026.
Deutsche Bank, Frankfurt
He led one of the industry's most striking private-bank turnarounds, restoring growth while sharpening service for wealth clients.
Founder, chairman, and co-CEO of BDT and MSD Partners, the merchant bank advising family- and founder-led fortunes, whom Warren Buffett called his favorite banker.
BDT and MSD Partners, Chicago
The Walton, Koch, Pritzker, and Mars families trust him because he puts himself in the client's shoes, building a firm made for long-term family capital.
Founder and chairman of TIGER 21, the peer network of more than 1,000 high-net-worth wealth creators managing their own portfolios.
TIGER 21, New York
After learning that building wealth and preserving it are different skills, he created a candid peer community where families learn to steward their own fortunes.
Toward 1024. Every champion is real, public, and cited; anyone featured can ask to be updated or removed.
A celebration of the Private Bankers & Family Offices community, assembled entirely from public information as an act of credit and gratitude. It is not a claim of endorsement, affiliation, sponsorship, or partnership by anyone featured. Every person is real and publicly documented, with a cited source of truth on their card; we never invent a person or a claim, and we prize accuracy over speed. Anyone featured can ask to be updated or removed at any time. Names and marks belong to their owners.