Milo L. Rothstein
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Milo L. Rothstein Email & Phone Number

Vice President, Banker at J.P. Morgan Private Bank
Location: New York City Metropolitan Area, United States 12 work roles 2 schools
1 work email found @jpmorgan.com 2 phones found area 212 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email m****@jpmorgan.com
Direct phone (212) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
J.P. Morgan Private Bank
Role
Vice President, Banker
Location
New York City Metropolitan Area, United States
Company size
75129 employees

Who is Milo L. Rothstein? Overview

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Milo L. Rothstein is listed as Vice President, Banker at J.P. Morgan Private Bank, a with 75129 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at jpmorgan.com, phone signal with area code 212, and a matched LinkedIn profile for Milo L. Rothstein.

Milo L. Rothstein previously worked as Banker, Senior Associate at J.P. Morgan Private Bank and Banker, Associate at J.P. Morgan Private Bank. Milo L. Rothstein holds Bachelor'S Degree from Alfred Lerner College Of Business & Economics At University Of Delaware.

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Email format at J.P. Morgan Private Bank

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*@jpmorgan.com
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Profile bio

About Milo L. Rothstein

As a Banker with J.P. Morgan Private Bank, I deliver wealth management guidance to high-performing individuals, business owners, financial professionals and members of the real estate community. I take a white-glove and curated approach to integrate a full breadth of sophisticated elements that add value across their financial lives. My focus is on helping clients transform their success into sustainable legacies. I serve as a dedicated point of access to address their needs for planning, banking, lending, investments and many other complexities of significant wealth. I am particularly interested in helping business owners through pre- and post-liquidity planning, tax mitigation and asset diversification. I believe in the power of being straightforward and honest, and I tell clients what they need to hear. “J.P. Morgan Private Bank” is a brand name for private banking business conducted by JPMorgan Chase & Co. and its subsidiaries worldwide. Bank deposit accounts, such as checking, savings and bank lending, may be subject to approval. Deposit products and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC. JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”) offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. JPMorgan Chase & Co. does not practice law, and does not give tax, accounting or legal advice. We are available to consult with you and your legal and tax advisors as you move forward with your planning. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (“JPMS”), a member of FINRA and SIPC. JPMCB and JPMS are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Listed skills include Photoshop, Event Planning, Microsoft Office, Microsoft Access, and 12 others.

Current workplace

Milo L. Rothstein's current company

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J.P. Morgan Private Bank
J.P. Morgan Private Bank
Vice President, Banker
New York, NY, US
Website
jpmorgan.com
Employees
75129
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12 roles

Milo L. Rothstein work experience

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Vice President, Banker

Current
J.P. Morgan Private Bank

New York, Ny

J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively ‘”JPMCB”). Annuities & insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. (JPM).INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEOpinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results.Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.

Jan 2023 - Present

Banker, Senior Associate

J.P. Morgan Private Bank

New York, Ny

J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively ‘”JPMCB”). Annuities & insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. (JPM).INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEOpinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results.Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.

Jul 2022 - Jan 2023

Banker, Associate

J.P. Morgan Private Bank

New York, Ny

J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively ‘”JPMCB”). Annuities & insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. (JPM).INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEOpinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results.Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.

Mar 2021 - Jul 2022

Registered Wealth Management Client Associate

Merrill Lynch

New York, New York

Apr 2019 - Mar 2021

Financial Advisor

Merrill Lynch

New York, New York

Aug 2016 - Apr 2019
Team & coworkers

Colleagues at J.P. Morgan Private Bank

Other employees you can reach at jpmorgan.com. View company contacts for 75129 employees →

KC Kevin Caceres Kevin Caceres Colleague at J.P. Morgan Private BankSan Justo, Buenos Aires Province, Argentina View → DY Dana Y. Johnson, Mba (She/Her/Hers) Dana Y. Johnson, Mba (She/Her/Hers) Colleague at J.P. Morgan Private BankColumbus, Ohio, United States View → MP Melina Petracca Melina Petracca Colleague at J.P. Morgan Private BankArgentina View → PF Petar Frketic Petar Frketic Colleague at J.P. Morgan Private BankGreater Sydney Area, Australia View → CP Caroline Putzeis Caroline Putzeis Colleague at J.P. Morgan Private BankLuxembourg View → MG Milagros Girot Milagros Girot Colleague at J.P. Morgan Private BankUnited States View → TA Tony Anderson Tony Anderson Colleague at J.P. Morgan Private BankBoston, Massachusetts, United States View → RN Ronav Naicker Ronav Naicker Colleague at J.P. Morgan Private BankAuckland, New Zealand View → CH Cheuk Hei Terence Yip Cheuk Hei Terence Yip Colleague at J.P. Morgan Private BankHong Kong Sar, Hong Kong View → LI Linda Innes Linda Innes Colleague at J.P. Morgan Private BankSurrey, British Columbia, Canada View →
2 education records

Milo L. Rothstein education

FAQ

Frequently asked questions about Milo L. Rothstein

Quick answers generated from the profile data available on this page.

What company does Milo L. Rothstein work for?

Milo L. Rothstein works for J.P. Morgan Private Bank.

What is Milo L. Rothstein's role at J.P. Morgan Private Bank?

Milo L. Rothstein is listed as Vice President, Banker at J.P. Morgan Private Bank.

What is Milo L. Rothstein's email address?

AeroLeads has found 1 work email signal at @jpmorgan.com for Milo L. Rothstein at J.P. Morgan Private Bank.

What is Milo L. Rothstein's phone number?

AeroLeads has found 2 phone signal(s) with area code 212 for Milo L. Rothstein at J.P. Morgan Private Bank.

Where is Milo L. Rothstein based?

Milo L. Rothstein is based in New York City Metropolitan Area, United States while working with J.P. Morgan Private Bank.

What companies has Milo L. Rothstein worked for?

Milo L. Rothstein has worked for J.P. Morgan Private Bank, Merrill Lynch, Schottenfeld Group Llc, Faithful+Gould, and Rosenblatt Securities.

Who are Milo L. Rothstein's colleagues at J.P. Morgan Private Bank?

Milo L. Rothstein's colleagues at J.P. Morgan Private Bank include Kevin Caceres, Dana Y. Johnson, Mba (She/Her/Hers), Melina Petracca, Petar Frketic, and Caroline Putzeis.

How can I contact Milo L. Rothstein?

You can use AeroLeads to view verified contact signals for Milo L. Rothstein at J.P. Morgan Private Bank, including work email, phone, and LinkedIn data when available.

What schools did Milo L. Rothstein attend?

Milo L. Rothstein holds Bachelor'S Degree from Alfred Lerner College Of Business & Economics At University Of Delaware.

What skills is Milo L. Rothstein known for?

Milo L. Rothstein is listed with skills including Photoshop, Event Planning, Microsoft Office, Microsoft Access, Music Management, Stock Market Analysis, Rediplus, and Bloomberg Software.

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