Matt Englizian is an Executive Director and Banker in the Seattle office of J.P. Morgan Private Bank. Matt leverages nearly two decades of experience to offer clarity and advice for affluent clients as they navigate complex financial decisions. He brings care and compassion to his client relationships, inspiring confidence that their wealth is being meticulously managed.
As a CERTIFIED FINANCIAL PLANNERTM professional, Matt blends his informed perspective with innovative strategies to help enhance the value of potential outcomes across the entire financial spectrum—investments, trust and estates, banking, lending and philanthropy. He is deeply familiar with the dynamic opportunities afforded executives and business owners and is forward-thinking in his approach to monetizing careers, preparing exit strategies and transforming first-generation endeavors into a lasting legacy. Matt has found that each client is uniquely individual and he views every interaction as an opportunity to educate and address bespoke needs.
Before joining J.P. Morgan in 2018, Matt was the Managing Director of Strategic Planning at Laird Norton Wealth Management in Seattle, serving the differentiated objectives of C-suite executives, private business owners and real estate investors. He was responsible for team management and led business strategy for the company. Previously, he was a Private Wealth Advisor with Lincoln Financial Advisors.
Matt earned a B.A. in Business Management with a minor in Economics from Oregon State University. He completed the Executive Development Program at the Wharton School of the University of Pennsylvania. The full complement of Matt’s background and education enables him to speak the language of his high-performing clients and relate on common ground.
For more than 15 years, Matt has served in many volunteering and speaking capacities with the Seattle Children’s Hospital. He is currently the Vice Chairman of the Hospital’s Foundation Board.
Matt and his wife have two daughters, and their hobbies include world traveling, golf, tennis, exploring the outdoors and volunteering with their local church.
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投資產品(可能包括銀行管理賬戶及託管)乃由 摩根大通銀行(JPMorgan Chase Bank, N.A.)及其關聯公司(合稱「JPMCB」 )作為其一部分信託及委託服務而提供。其他投資產品及服務(例如證券經紀及諮詢賬戶)乃由 摩根大通證券(J.P. Morgan Securities LLC)(「JPMS」)提供。摩根大通證券是金融業監管局和證券投資者保護公司的成員。JPMCB及JPMS均為受摩根大通共同控制的關聯公司。產品不一定於美國所有州份提供。請與本網站內容一併閱覽法律免責聲明。
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。