|Executive Director - J.P. Morgan Private Bank San Diego
Stella Larsen is an Executive Director and Banker with J.P. Morgan Private Bank in San Diego. She advises many of the most successful private business owners, healthcare professionals and public company executives in Southern California, providing comprehensive solutions across investment and wealth management, banking, credit, estate planning and philanthropy. She has particular expertise in helping families preserve wealth for future generations.
Stella has over 18 years of involvement in wealth management, and she has deep experience with issues relevant to private business owners, senior public executives, and health care professionals. Prior to joining J.P. Morgan Private Bank, she was a Wealth Strategist at Northern Trust, leveraging her estate planning and trust advisory background to help families and business owners identify, and plan to achieve, their lifestyle, philanthropic and legacy goals.
Stella received her B.A. degree from PitzerCollege. She earned her Master’s degree from San Diego State University and her Juris Doctorate from the University of San Diego School of Law. Stella is admitted to the State Bar of California and is a member of the San Diego County Bar Association. She holds both a Series 7 and Series 63 license and a CPWA® designation. She is also a registered Trust and Estate Practitioner, TEP designation.
Stella serves on the board of The Old Globe and is a member of the Planned Giving Advisory Council for the La Jolla Institute for Allergy & Immunology. She is also a member of the Association of Corporate Growth San Diego and the North County Estate Planning Council. She most recently served as a director of the Rancho Santa Fe Foundation and was the chair of the audit committee.