Executive Director Head of Investments & Advice
Morgan Truscott is an Executive Director and Head of Investments & Advice for J.P. Morgan Private Bank in Minnesota. In this role, Morgan works with individuals and families to develop and deliver customized investment strategies. Morgan and his team take a comprehensive approach with a long-term perspective to help clients navigate the challenges of preserving wealth and develops innovative plans that draw from the extensive global resources across JPMorgan Chase & Co.
Morgan joined the J.P. Morgan Private Bank office in Minneapolis in 2013 as an investment specialist and has been responsible for leading the investment business since 2016. Prior to moving to Minnesota, Morgan was an investment specialist in J.P. Morgan Private Bank’s Chicago and Detroit offices. Throughout his career, he has focused on advising clients with closely held business interests, executives, and financial markets professionals.
Morgan serves on the Board of Directors for Goodwill-Easter Seals Minnesota, a nonprofit whose mission is to eliminate barriers to work and independence. He earned his Bachelor of Arts in Finance from Michigan State University’s Eli Broad College of Business. Morgan lives in the Twin Cities with his wife.
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