Anita Sarafa in

Anita Sarafa

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Managing Director and Team Lead, Midwest Wealth Advisory Practice at J.P. Morgan Private Bank
📍 Chicago, Illinois, United States

Anita Sarafa is a Managing Director at J. P. Morgan Private Bank, where she leads the Midwest Wealth Advisory team. With a J. D. from Boston University School of Law, she specializes in comprehensive estate, tax, and philanthropic planning for high-net-worth families, leveraging her prior experience as a partner at Winston & Strawn LLP.

Outside of work, Anita is deeply involved in Chicagos philanthropic community, serving on advisory boards for the Ravinia Festival, Chicago Botanic Garden, and Lurie Childrens Hospital. She resides in Glencoe, Illinois, and enjoys spending time with her family at their home in Santa Fe, New Mexico.

Anita is a fellow of the American College of Trust and Estate Counsel (ACTEC), a prestigious, peer-elected honor for trust and estate lawyers.

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Experience
36 Years
Current Role
Managing Director and Team Lead, Midwest Wealth Advisory Practice
Job Level
Senior
Location
Chicago, Illinois, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Anita cares about

Wealth & Estate Planning
Her entire career is focused on advising clients on sophisticated, tax-efficient strategies for managing and transferring wealth to family and charities.
Family Governance
Advises families on complex issues including family office formation, preparing the next generation for wealth, and conducting family meetings.
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Career

Work history

7-2000
Managing Director and Team Lead, Midwest Wealth Advisory Practice
J.P. Morgan Private Bank
9-1989 - 6-2000
Partner
Winston & Strawn LLP
In the press

Media appearances

Anita Sarafa | J.P. Morgan Private Bank U.S.. Featured in J.P. Morgan Private Bank
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Education
1986 - 1989
J.D.
Boston University School of Law
1981 - 1985
B.A.
University of Michigan
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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