On this page
About this office
J.P. Morgan Private Bank is J.P. Morgan's private banking and wealth management business. It describes its mission as helping clients build, preserve and transform their wealth. Its Palo Alto office is at 3223 Hanover Street, on the first floor. Some map listings still put the office at 310 University Avenue downtown. The bank's own office page lists Hanover Street, so plan your visit around that address. The phone number is 650-853-3283.
The bank's location directory shows Palo Alto as one of several California offices, alongside the East Bay, Los Angeles, Orange County, Pasadena, San Diego, San Francisco, the South Bay and Westlake Village. Its local page describes Palo Alto as the birthplace of industry-shaping ideas and says the team here is built to think differently.
This page describes the office and the services the bank lists. It is not financial or investment advice. Speak with the bank or another qualified advisor about your own situation.
The Palo Alto team
The bank's Palo Alto page names the people who lead the local office:
- John D. Lowenberg Jr., Managing Director and Market Team Lead
- Verdi J. DiSesa II, Managing Director and Market Team Lead
- Matthew Barshied, Managing Director and Market Manager
- April Kupper, CFA, Managing Director and Head of Investments
- David Lyon and Robert Keller, Vice Chairmen
The same page lists Olivier de Givenchy as CEO of the West Region and David Regan as the region's head of investments and advice. Team lists change, so check the page before you ask for someone by name.
Services the bank lists
J.P. Morgan Private Bank groups its services under four headings on its website:
- Wealth planning and advice: trust and estate planning, tax strategy, philanthropy, family office advisory, executive advisory, retirement planning, life insurance and cyber advisory
- Portfolio management: investment management, outsourced CIO services and sustainable investing
- Investment strategies: alternatives, equities, fixed income, currencies and commodities, annuities and tax-efficient investing
- Banking and lending: personal and business banking, real estate lending, securities-based lending and specialty lending
The bank's list of client types speaks to the Palo Alto market. It names business owners, corporate executives, family offices, venture capital and private equity partners. It also names employees planning around an IPO.
Research you can read first
The bank says it has worked with clients for more than 200 years. Much of its thinking is public. Its website publishes market research and planning pieces that anyone can read, including the Eye on the Market series, a mid-year outlook, a global investment strategy view, a Family Office Report and a set of podcasts and webcasts. There is also a piece on wealth strategy before and after an IPO. Reading a few of these is a low-pressure way to see how the team frames its advice before you book a meeting. Existing clients can bank online and through a mobile app, which the bank lists among its client services.
Who it suits
This is not a walk-in branch for cashing a check or using an ATM. It is an advisory office where clients work with a team over time. Visits happen by arrangement. People who need everyday banking downtown can use a retail branch instead. Our directory lists Wells Fargo on University Avenue and Bank of America on Lytton Avenue, among others.
For founders and early employees, the bank's focus on IPO planning and venture capital partners links to the wider local scene. Our guides to venture capital in Palo Alto and startups cover that world.
Getting there and contacting the office
Hanover Street is one of the main streets of Stanford Research Park, the leased university land where low office buildings sit under oaks. The nearest Caltrain stop is California Avenue, about a mile away, so most visitors will drive or take a ride. Ask the team about parking when you set up a meeting, since the office page does not describe it.
To start a conversation, call 650-853-3283 or use the contact form on the bank's Palo Alto page. The page also offers a descriptive audio version of its team video. Bring any documents your contact asks for. Confirm the meeting time and address a day ahead.
Location and getting there
J.P. Morgan Private Bank is at 3223 Hanover Street, 1st Floor, Palo Alto, CA, in the Barron Park area of Palo Alto. Our Barron Park guide covers what else is around.
The nearest train stop is the California Avenue Caltrain station, about 1.1 miles away. That is roughly a 27 minute walk or a short bike ride.
Parking: street spaces or a small lot nearby; check posted limits.
What is nearby
- FedEx Office Ship Center, El Camino Real, service business, 0.5 mi
- First Tech Federal Credit Union, Palo Alto, service business, 0.6 mi
- Driftwood Deli and Market, food shop, 0.6 mi
- Yutori, cafe, 0.6 mi
- Tie Mu Zhen, restaurant, 0.6 mi
- Bol Park and its bike path, 0.3 mi
- Weisshaar Park, 0.6 mi
- Boulware Park, 0.7 mi
Other professional services nearby: Cooley LLP (0.1 mi); Haynes Boone (0.5 mi); Simpson Thacher & Bartlett (0.5 mi); Wilson Sonsini (0.6 mi). Browse the full professional services list.
Before you go
- Most firms meet by appointment only. Call or email before visiting the office.
- Ask about fees, billing and what is included before you sign an engagement letter.
- Check professional licenses through the relevant California board, such as the State Bar or the Department of Real Estate.
About this listing
Checked October 30, 2026 against J.P. Morgan Private Bank, Palo Alto office; J.P. Morgan Private Bank office locations. How our listings work. Map data © OpenStreetMap contributors.
Frequently asked questions
Where is J.P. Morgan Private Bank in Palo Alto?
J.P. Morgan Private Bank is at 3223 Hanover Street, 1st Floor, Palo Alto, CA, in the Barron Park area. The nearest Caltrain stop is the California Avenue Caltrain station, about 1.1 miles away.
Where is J.P. Morgan Private Bank in Palo Alto?
J.P. Morgan Private Bank lists its Palo Alto office at 3223 Hanover Street, 1st Floor, with the phone number 650-853-3283. Some map listings place it at 310 University Avenue, but the bank's own office page gives the Hanover Street address.
Is J.P. Morgan Private Bank the same as a Chase branch?
No. The Palo Alto Private Bank office is a wealth management office that works with clients by arrangement. It is not a walk-in retail branch for everyday deposits or cash.
Who leads the J.P. Morgan Private Bank team in Palo Alto?
The bank's Palo Alto page lists John D. Lowenberg Jr. and Verdi J. DiSesa II as managing directors and market team leads. It also lists Matthew Barshied as market manager and April Kupper, CFA, as head of investments.