Executive Director Market Team Lead
Jeremy Sunshine is an Executive Director and Market Team Lead at J.P. Morgan Private Bank, serving the Westchester County area. He directs a group of bankers and specialists who customize strategies for the complex needs, wants and wishes of affluent families, business owners and institutions. Jeremy offers the strengths of J.P. Morgan’s sophisticated platforms, thoughtful leadership and world-class capabilities, helping clients leave meaningful legacies. An excellent communicator, he drives J.P. Morgan’s business impact and growth in the community.
In Jeremy’s multi-faceted function, he draws from his diverse experience to make recommendations steeped in best practices and tailored to personalized goals. In nearly 25 years in wealth management, he has held many senior leadership roles, and navigated both bullish and challenging market conditions. Jeremy established his investment background early in his career, holding positions on the equities desk and as a portfolio strategy consultant. Most recently, he was the Branch Manager at one of UBS’s largest offices in New York City.
Jeremy understands that a firm’s reputation is earned day-in and day-out, one client at a time. He develops the skills of his talented bankers and forges a culture of collaboration where everyone can thrive and succeed. Jeremy institutes the team’s mission and articulates its values, creating a blueprint to remain at the forefront of innovative ideas. He serves as a go-to resource, known for his ability to solve problems, remove obstacles and turn difficulties into successes.
Jeremy earned a B.S. in Finance with High Honors from the University of Florida—go Gators. He holds FINRA Series 3, 7, 9, 10 and 63 securities licenses, and is Insurance registered in New York.
Residents of Scarsdale, Jeremy, his wife, Dorathy, and their three beautiful children—Emma, Ezra and Ella—are actively involved in building roots in the area. He lends his time and resources to organizations that promote student advancement through educational opportunities. Jeremy has a great passion for sports and is a lifelong fan of local New York teams.
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投資產品： • 不受聯邦存款保險公司保障 • 並非摩根大通或其任何關聯公司的存款或其他債務，亦不受摩根大通或其任何關聯公司的保障 • 面臨投資風險，包括可能會損失投資本金
銀行存款產品（例如支票、儲蓄及銀行貸款）及相關服務乃由摩根大通銀行（JPMorgan Chase Bank, N.A.）提供。 摩根大通銀行是美國聯邦存款保險公司的成員。並非借貸承諾。授信額度均須經信貸審批。