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The Slattery Group

Wealth Partners at J.P. Morgan

The Slattery Group

We believe that a boutique-level focus on safeguarding personal wealth is integral to helping clients protect what they have worked many years to build.




925 Westchester Avenue, Suite 405
White Plains, NY 10604


Advisory support for the complexities of wealth we provide asset management strategies to help integrate the sophisticated needs of our successful client base—ultra-high-net-worth individuals and their families, corporate executives and owners of privately held companies. Our goal is to relieve the financial stress that often accompanies significant achievement.

By advising an intimate number of clients, we strive to foster exceptional, confidential and long-lasting relationships. We believe that this boutique-level focus on safeguarding personal wealth is integral to helping clients protect what they have worked many years to build.

Serving the entirety of each financial picture
Our proficiencies extend far beyond investment approaches. We are experienced in all aspects of holistic wealth management including retirement planning, income generation and trust & estate strategies. Through our direct access to the firm’s breadth of extensive resources, we serve as a single point of contact for an inclusive range of needs.

  • Pre- and Post-Liquidity Planning
  • Diversification of Concentrated Positions
  • Hedging Strategies
  • Security-based Lending
  • Complex Mortgages

Tailored portfolio management
Our approach is risk-averse, and we deliver asset allocations that target capital growth with the least volatility possible. Portfolios are constructed in a manner that is complementary and uncorrelated to concentrated equity positions. We model cash flow strategies and analyze potential outcomes to ensure they align with expectations. Through seamless partnership alongside clients’ outside advisors, we provide guidance so that tax and inflation impacts are considered.

The reputation of an industry leader
We are proud to draw upon the professional capabilities and investment platform of J.P. Morgan, a global leader in asset and wealth management. Our clients benefit from attentive assistance combined with the fortress balance sheet of one of the largest and most respected financial organizations in the world.

Investment Approach

The Slattery Group works closely with ultra-high-net-worth individuals, business owners and corporate executives whose primary goal is to conservatively grow their assets and preserve their wealth. We bring a powerful combination of capabilities to our clients: deep industry experience that has spanned many market cycles coupled with an understanding of the complex nature of significant holdings and concentrated positions. This proficiency strengthens our ability to address the entirety of each client’s financial picture.

Delivering full service and hands-on capabilities
We recognize that affluent individuals have specific issues that require a discerning approach. Our practice is limited to a select group so we may deliver an unparalleled level of service. Partnering together, we serve as a trusted advisor to guide clients through the intricacies of financial decision-making.

A holistic approach to wealth planning
Our holistic approach enables us to strike a balance among the full complement of personalized mandates—estate planning, diversification of assets, tax minimization, generational transfer, gifting options and more. We work in concert with outside advisors, CPAs and attorneys to help ensure that every aspect of our clients’ financial lives is organized and integrated.

Collaborative and process-driven
We use a consultative process to understand the objectives that clients find most meaningful. Careful consideration is given to critical factors such as current assets, income requirements, risk tolerance, time horizons, tax implications and both sides of the balance sheet. We evaluate inputs using investment planning tools to directionally explore potential trade-offs and outcomes. These insights form the foundation for tailored strategies that serve as a pathway toward specified goals.

Emphasis on risk mitigation
Often, one of the biggest areas of concern is the volatility of the industry and the economic conditions that may impact financial performance. Our conservative ideas emphasize risk mitigation, and we develop hedging tactics that assist in managing downside exposure. Ultimately, we aim to present tax-efficient strategies that target capital preservation and income generation with the least volatility possible.

Support for liquidity management
Our team delivers advisory guidance for the personal wealth management needs of the private equity community, to address the challenges of liquidity events and help diversify portfolios. We view ourselves as problem solvers and deliver pre- and post-liquidity planning strategies that help to make the most of these one-time opportunities.

Meet Our Team

Click a profile to learn more about each member

John Slattery

Managing Director



925 Westchester Avenue, Suite 405
White Plains, NY 10604

Melinda Cloobeck

Wealth Advisor



925 Westchester Avenue, Suite 405
White Plains, NY 10604

Kevin Eisenberg

Investment Associate



925 Westchester Avenue, Suite 405
White Plains, NY 10604


Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

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J.P. Morgan Chase Bank N.A., Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.

Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call.  Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.​

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

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