Head of FIG and U.S. Private Bank Family Office Managing Director, Market Manager
William Sinclair is the Head of FIG and U.S. Private Bank Family Office Initiative at J.P. Morgan Private Bank. In these senior leadership roles, William focuses on serving our most sophisticated clients and family offices, and serves on the U.S. Private Bank Operating Committee.
In his role as Market Manager, William leads a team of more than 175 professionals who advise some of New York City’s foremost leaders, executives, and entrepreneurs on all aspects of their wealth management. He and his team oversee over $110 billion in assets, advising and assisting clients on public and private investments, fixed income management, custody, credit and liquidity needs, and sophisticated estate and charitable planning.
William joined J.P. Morgan in 2007. Prior to taking his current role, he served as a Senior Private Banker, where he was responsible for analyzing client portfolios, conducting investment reviews, and managing client relationships. His primary focus was covering business leaders and hedge fund managers, including advising some of the top J.P. Morgan Chase executives on their wealth management.
William received a B.A. from Wake Forest University and an M.B.A. from Columbia Business School. He serves on the Wake Forest Business School Board of Visitors and as the Co-Chair of the Wake Forest University Capital Campaign in New York. He is a member of the Estate Planning Council of Lower Fairfield County, serves on the Advisory Council for the Breast Cancer Alliance, and is on the board of the Brunswick School Alumni Association. William holds FINRA Series 7, 9, 10 and 63 licenses. He resides in New York with his wife and daughter.
请浏览 FINRA Brokercheck网站以了解更多我们的公司及投资专才。
投资产品: • 不受联邦存款保险公司保障 • 非摩根大通银行或其任何联属机构的存款或其他负债，亦未获摩根大通银行或其任何联属机构的担保 • 存在投资风险，包括可能损失投资的本金
银行存款产品（例如支票、储蓄及银行贷款）及相关服务乃由摩根大通银行（JPMorgan Chase Bank, N.A.）提供。 摩根大通银行是美国联邦存款保险公司的成员。并非借贷承诺。授信额度均须经信贷审批。