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Miranda Holmes

Managing Director, Northwest Lead, Wealth Planner

Miranda Holmes is currently the Managing Director and Northwest Lead Wealth Planner at JP Morgan U.S. Wealth Management. They previously held senior roles, including Senior Managing Director and West Coast Team Lead at First Republic Investment Management, and managed financial planning for high net worth clients at UBS Wealth Management and Wells Fargo. With a diverse background in international business development at InterSystems and financial planning roles at Prudential and Merrill Lynch, Miranda has cultivated extensive expertise in wealth management. They earned a BFA in Theatre with an emphasis on acting from UC Santa Barbara.

Location

Oakland, United States


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