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简历
Matt Englizian is an Executive Director and Team Lead at J.P. Morgan Private Bank in Seattle. As a CERTIFIED FINANCIAL PLANNERTM professional, Matt brings unique insights and strategies to clients across the spectrum of wealth management disciplines, including investments, estates, trusts and philanthropy.
Prior to joining J.P. Morgan, Matt served as Managing Director of Strategic Planning at Laird Norton Wealth Management in Seattle. During his 11 years there, Matt specialized in working with business owners, real estate investors and corporate executives. In addition, Matt was also responsible for team management and business strategy for the company. Prior to that, Matt served as a Private Wealth Advisor with Lincoln Financial Advisors in Kirkland, Washington, for five years.
Matt is the current Chairman of the Seattle Children’s Legacy Council, as well as a board member of the Seattle Children’s Foundation. He holds a Business Management B.A. with a minor in Economics from Oregon State University, and also completed the Executive Development Program at the Wharton School of the University of Pennsylvania.
When not working with clients, Matt enjoys world traveling, golf, tennis, volunteering at church, and spending time with his wife and daughters.
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了解更多成为摩根大通私人银行客户的详情。
敬请提供有关您的个人资料，我们的客户服务团队人员将会与您联络。
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