Candace Falsetto is an Executive Director and Lending Specialist in the Miami office of J.P. Morgan Private Bank. She guides highly successful individuals and families in formulating lending and liquidity management strategies intended to enhance their wealth for generations to come.

Candace takes the time necessary to understand each client’s objectives. Leveraging twenty-five years of private banking experience and the breadth of J.P. Morgan, she advises on how to effectively structure credit, enabling clients to pursue new investment opportunities, expand a business or simply enjoy passion projects. Candace alsore commends lending strategies that could be especially beneficial during transitional or liquidity life events. Always diligent and responsive, she is tenacious in meeting the needs of those she serves and places their interest sat the forefront of everything she does.

Candace’s client-centric view is derived from a career dedicated to wealth management .Before joining J.P. Morgan, she was a Senior Private Banker with Wells Fargo, providing tailored lending, banking and treasury services to ultra-high-net-worth families and institutions. She has held similar leadership positions at The Northern Trust Company, Stone gate Bank and Sun Trust Bank.

A graduate of Florida International University, Candace earned both a Master of Science in Finance and a Bachelor of Business Administration. She currently holds her FINRA SIE and Series 7 and 66 security licenses.

Passionate about making a difference in the lives of under served women and children, Candace has been active with the Junior League of Miami since 2001. Most recently, she was appointed to the Florida Commission on the Status of Women.

Candace is a Miami native. She and her husband, Michael, reside in Coral Gables with their daughter and son. A past marathon runner, she enjoys running and out door activities.