Pat Janco-Tupper has offered comprehensive wealth management solutions to some of the most influential and prominent families in the New York metropolitan area. Prior to working at Wells Fargo, she worked at Deutsche Bank, Citi Private Bank and JPMorgan Chase Private Bank. Together with her partner Becky Creavin, they have been responsible for $3 billion in assets; $1 billion in lending transactions and nearly $30 million in annual revenues.
While Pat is known for her commitment to exceptional client service and for prioritizing client’s needs above her own, her technical skills are top notch.
Specialties: In her role, she is responsible for serving ultra high-net-worth individuals with investment advisory and management, capital markets solutions, trust and estate planning, credit and banking services.
Ms. Janco-Tupper has been repeatedly recognized nationally for accomplishments as a Private Banker and Wealth Advisor. Her awards include: 5 time award winner Chairman’s Council, Long Island’s 50 Top Women, Long Island Women’s Fund’s Award Winner Women Against the Odds and SmartCEO Money Manager of the Year.