Managing Director Market Team Lead
Jonathan Spira is a Managing Director and Market Team Lead of the Financial Institutions Group at J.P. Morgan Private Bank. He directs a group of more than 30 professionals who advise senior level executives in the financial institutions sector and corporate executives of Fortune 500 companies. His team helps these successful individuals and their families achieve their goals and objectives across the entirety of their balance sheets, including customized strategies for investment management, trust & estate planning and traditional capital and liquidity.
Jonathan joined J.P. Morgan in 2001. Before embarking on his leadership path, he was a Senior Private Banker, delivering comprehensive wealth management strategies for clients and their families. This experienced forged Jonathan’s deep understanding of the unique and sophisticated challenges faced by financial principals, industry leaders and affluent families. He serves as an advocate to guide his team in presenting best practices and strategies around single stock positions, employment and severance packages, pre-IPO planning and capital market solutions.
A graduate of Emory University, Jonathan earned a B.B.A. in Finance & Information Technology. He holds Series 7, 9, 10 and 63 securities licenses. Jonathan plays an influential role in the community, serving on the board of the Seaver Autism Center for Research and Treatment at Mt. Sinai in New York.
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投资产品: • 不受联邦存款保险公司保障 • 非摩根大通银行或其任何联属机构的存款或其他负债，亦未获摩根大通银行或其任何联属机构的担保 • 存在投资风险，包括可能损失投资的本金
银行存款产品（例如支票、储蓄及银行贷款）及相关服务乃由摩根大通银行（JPMorgan Chase Bank, N.A.）提供。 摩根大通银行是美国联邦存款保险公司的成员。并非借贷承诺。授信额度均须经信贷审批。