Matt Englizian is an Executive Director and Team Lead at J.P. Morgan Private Bank in Seattle. As a CERTIFIED FINANCIAL PLANNERTM professional, Matt brings unique insights and strategies to clients across the spectrum of wealth management disciplines, including investments, estates, trusts and philanthropy.
Prior to joining J.P. Morgan, Matt served as Managing Director of Strategic Planning at Laird Norton Wealth Management in Seattle. During his 11 years there, Matt specialized in working with business owners, real estate investors and corporate executives. In addition, Matt was also responsible for team management and business strategy for the company. Prior to that, Matt served as a Private Wealth Advisor with Lincoln Financial Advisors in Kirkland, Washington, for five years.
Matt is the current Chairman of the Seattle Children’s Legacy Council, as well as a board member of the Seattle Children’s Foundation. He holds a Business Management B.A. with a minor in Economics from Oregon State University, and also completed the Executive Development Program at the Wharton School of the University of Pennsylvania.
When not working with clients, Matt enjoys world traveling, golf, tennis, volunteering at church, and spending time with his wife and daughters.
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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。