Managing Director Region Head of Southeast Private Bank
Simon Levine is Region Head of Southeast Private Bank for the J.P. Morgan Private Bank. Based in Miami, Mr. Levine leads a team of professionals that provide wealth management advice, strategies and services to individuals, family offices, foundations and endowments across the southeast region. The southeast region includes our Miami, Naples, Tampa, Orlando, Sarasota, Palm Beach, Ft. Lauderdale, Jacksonville, Atlanta, Charlotte, and Nashville offices. Drawing on these teams’ experiences, Mr. Levine and his team develop innovative strategies to help clients grow and sustain their wealth over multiple generations. He currently serves as a member of both the U.S. Private Bank Operating Committee as well as the Global Private Bank Operating Committee.
Before moving to Miami, Mr. Levine spent ten years with the J.P. Morgan Private Bank in New York and held leadership roles spanning legal, compliance and the business. He was the business's Global Chief Compliance Officer. In that role, he was responsible for managing a global compliance program across a multitude of products and services, which included a team of compliance professionals in the U.S., EMEA, Asia, and Latin America. Prior to that, Mr. Levine was Chief Operating Officer for the Private Bank's Investments practice, with responsibility for running its day to-day operations. Before joining J.P. Morgan, he spent over four years in private legal practice, specializing in the financial services sector.
Mr. Levine earned a B.S. from Connecticut College and a J.D. from the George Washington University School of Law.
Mr. Levine currently serves on the Board of Trustees of the Perez Art Museum Miami.
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