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Former Morgan Lewis & Bockius partner Catherine Keating will be making the move to New York after being named global head of wealth advisory and fiduciary services at JPMorgan Private Bank. Keating will be switching from her current role as head of JPMorgan Mid-Atlantic region, comprising New Jersey, upstate New York, Pennsylvania, Delaware, Maryland and Ohio — a Philadelphia-based job she has held since joining the investment bank in 1996 from Morgan Lewis. With the promotion, Keating goes from overseeing 35 staffers in the Mid-Atlantic region to supervising the global team, composed of 31 lawyers now serving as wealth advisers and more than 500 fiduciary specialists located throughout the United States, Latin America, Europe and Asia. The wealth advisory and fiduciary services group is a global capability that provides expertise to JPMorgan clients in structuring their assets and developing wealth plans through wealth advisory services, and in implementing plans as executor and trustee through fiduciary services. “When the offer was presented to me I thought it was exciting because it really brought me back to the areas in which I specialized before I started [at JPMorgan],” Keating said. “Wealth advisory is the big picture and I enjoy it. But now I’ll be getting back to wealth transfer work and handling trusts, which I did when I worked at Morgan Lewis. So it kind of feels like I’m coming home.” She succeeds Debra Treyz, who was recently appointed head of the Private Bank for Europe, the Middle East and Africa. Keating was promoted in late August. Keating graduated from the University of Virginia Law School in 1987 and immediately joined the Philadelphia office of Morgan Lewis, where she worked as an associate. She was promoted to partner in 1995. When JPMorgan opens up a site in a new city, it always looks for a trusts and estates lawyer from a top firm to head the wealth advisory enterprise. So when JPMorgan wanted to expand into Philadelphia, Keating was asked to assume that role. “Back then, everyone was leaving firms to join start-ups,” Keating said. “My husband likes to describe my going to JPMorgan as a conservative lawyer’s version of a start-up. I was starting a new office, but it was for a very established entity.” Keating hired other Philadelphia lawyers to work in the new office, including Pelino & Lentz partner Dorothy Luntey as senior trust officer and Erksine Wolfson Gibbons & Fisher partner Julia Fisher as a wealth adviser. With her new position, Keating will split time between New York and Philadelphia, but will continue to reside in Philadelphia. Her husband, Jim Keating, moved last year from Duane Morris to Reed Smith, where he serves as a partner in the firm’s bankruptcy department. The two also have children currently enrolled in Philadelphia area schools. Keating has been an adjunct member of the faculty of the University of Pennsylvania Law School, where she has taught federal estate and gift tax and estate planning courses. She serves on the boards of the Philadelphia Estate Planning Council, the World Affairs Council of Philadelphia, the corporate executive board of the Philadelphia Museum of Art and the planned giving advisory committee to the Philadelphia Orchestra. Additionally, in 2001 and 2002, she was named one of the country’s top financial advisers by Worth magazine.

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