Past Chair

Carlos Batlle is a Managing Director and Senior Wealth Advisor at J.P. Morgan Private Bank in Miami. He is responsible for drawing upon the vast, global resources of J.P. Morgan to provide wealthy individuals and families in Florida innovative wealth planning and transfer strategies with an integrated view of combining credit, investing and tax tools.

Prior to joining NewEdge Wealth, Patrick served as a Managing Director at Silicon Valley Bank and a Private Wealth Advisor at Merrill Lynch Private Bank. He has earned numerous accolades, including Forbes #1 Florida “Best-In-State Wealth Advisors”, Forbes #5 in America’s Top Wealth Advisors, Barron’s #4 Top Private Wealth Advisory Teams, Barron’s Top 100 Financial