Keith Kepplinger is an Executive Director and Client Advisor for J.P. Morgan Private Bank in the Philadelphia office. He works directly with high-net-worth families, private business owners, corporate executives, foundations and nonprofits to deliver the sophisticated capabilities of the firm. His team designs strategies for a comprehensive range of wealth management goals that target customized needs for credit and lending requirements, philanthropic giving, trust and estate considerations, asset allocation and tax-efficient investment planning.
With more than 10 years of financial experience, Keith joined J.P. Morgan in 2015 to open the first Middle Market office in Delaware as part of the bank’s expansion efforts. In recognition of his efforts, he was selected to J.P. Morgan’s 2017 Emerging Leaders class. Previously, Keith was a Middle Market Relationship Manager at M&T Bank in Wilmington, Delaware, and a Relationship Manager and Portfolio Manager at BB&T in Raleigh-Durham, North Carolina. Prior to banking, he was a sales professional in a number of budding industries, including telecommunications, technology, medical services and recycle & waste solutions.
Keith began his career managing a family-owned franchise until its successful exit in 2000. This firsthand perspective into the unique concerns of startups and business owners has positioned him to guide entrepreneurs through the many stages of succession planning.
A graduate of John Carroll University in Ohio, Keith holds a B.A. in Economics and earned an M.B.A. from North Carolina State University. He is highly involved in his professional community and serves as an Ambassador for J.P. Morgan in Delaware. Additionally, Keith is a member of the Delaware State Chamber Tax Committee.
Keith and his wife, Stephanie, reside in Middletown, Delaware, with their three children. He is a board member and Treasurer for Easter Seals of Delaware and Maryland Eastern Shore, an organization that is personally meaningful to his family. Keith is a former board member of the Wilmington Rotary Club and remains active with the program. He enjoys the outdoors, and can often be found coaching soccer or playing golf.
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