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2026 SPEAKER LINEUP

The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.

 

Bryn Theisen

Bryn Theisen is a Vice President and Banker in the Milwaukee office of J.P. Morgan Private Bank. Bryn works with families, business owners and top-level executives who seek the brand reputation and intellectual capital of one of the premier...

ABOUT BRYN

Bryn Theisen is a Vice President and Banker in the Milwaukee office of J.P. Morgan Private Bank. Bryn works with families, business owners and top-level executives who seek the brand reputation and intellectual capital of one of the premier financial institutions in the world. Born and raised in Wisconsin, she serves as a powerful conduit to deliver the firm’s global resources in a local and bespoke manner. Bryn gets to know individuals on a personal level, gaining an understanding of their interests, their challenges, the people in their daily lives, and their aspirations for their families and the communities around them. She takes a planning approach, starting from a review of their comprehensive financial pictures and designing tailored strategies that align with their long-term goals for their wealth. Bryn brings a team of specialists to the table to inform her recommendations for banking, investment management, trust and estate planning, business succession and more. Clients regard her as a trusted partner in the financial decision-making process, someone they can rely on to go the extra mile and address the opportunities and challenges they face. Throughout her career in finance, which began in 2008, Bryn has evolved her understanding of the industry through experiences in retail banking, emerging wealth and working with high-net-worth individuals. She began at BMO Harris, and most recently spent two years as a Private Banking Advisor at PNC. She earned a B.A. in Communications from the University of Wisconsin-Milwaukee.

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