Townsend (“Tad”) Smith is a Vice Chairman with J.P. Morgan’s Private Bank. As a senior banker, he provides sophisticated advice and institutional access for the bank’s largest private clients and their family offices, including investment banking coverage, direct private investments, institutional trading, investment management, credit advisory, estate planning and philanthropy advice.
Mr. Smith joined J.P. Morgan as an Investor in 1992 to build-out the investment business within the Private Bank, providing J.P. Morgan’s ultra-high net worth clients with brokerage advice and discretionary portfolio management. He later served as a Market Manager and Northeast Region Head in the New York and Greenwich, CT markets of the Private Bank. Prior to joining J.P. Morgan, Mr. Smith was an investment banker at Kidder, Peabody & Co. and a corporate lending officer with Manufacturers Hanover Trust Co. in New York.
Mr. Smith received his B.A. from Colgate University and his M.B.A. from The Darden Graduate School of Business Administration at the University of Virginia. He has three grown children and resides in Ponte Vedra Beach, FL.
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