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简历
Kevin Sherman is a Managing Director and Senior Banker for J.P. Morgan Private Bank in New York. In this role, he counsels families, executives and entrepreneurs to help achieve their financial, personal and philanthropic goals.
Kevin is also a Market Manager, overseeing teams based in New York City and Long Island. In this role, he leads specialized groups of client bankers, wealth strategists, trust and estates practitioners and lending specialists, who are dedicated to providing wealth management advice and strategies to our clients. He and his team work closely with clients across their balance sheet to help grow and preserve their wealth.
A career-long financial planner, Kevin has always found working with clients to be the most rewarding part of his profession. His straightforward demeanor and extensive experience serve him well in handling the detailed nuances of financial planning, including investments, tax planning, insurance, estate planning, and philanthropy. The trust he builds with his clients often prompts them to seek his guidance in multiple areas of their lives.
Kevin has 25 years of experience in the industry. He joined J.P. Morgan Private Bank in 2013, after 12 years working with Lenox Advisors, where he ran their Private Wealth Management business. He began his career at Cowan Financial Group, as an analyst, helping clients build diversified portfolios.
Kevin received a B.S. in Political Science from Boston College and earned the CERTIFIED FINANCIAL PLANNERTM designation in 2006. He and his wife, along with their four children, live in Fairfield, CT. In his free time, he enjoys attending the sporting events of his children, skiing with his family, traveling and baseball.
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