Executive Director Market Team Lead
Matt Phelps is an Executive Director and Market Team Lead in the Tampa office of J.P. Morgan Private Bank. Matt heads an experienced group of Bankers in providing sophisticated wealth management strategies and institutional access to some of the region’s most successful families, entrepreneurs and corporate executives. As a member of the Greater Florida Leadership Team, he is charged with overseeing J.P. Morgan’s growth and impact throughout Tampa Bay and Sarasota.
Matt directs a diverse group of Advisors and specialists to deliver strategies that address the unique and often complex objectives of affluent families. His strength lies in fostering an environment of excellence, working to steer his team toward best practices that help clients succeed. Matt himself is a Banker and Advisor, providing guidance to some of the most prominent business owners and executives in the area. He combines his rich financial services background with the vast resources of J.P. Morgan to help clients seamlessly bridge liquidity and cash management needs, navigate the changing tax landscape, craft robust investment portfolios and efficiently plan for generations to come.
Prior to joining J.P. Morgan, Matt worked at Goldman Sachs in the Investment Management Division of its Chicago office. There he advised ultra-high-net-worth individuals, family offices and foundations on optimizing investable assets across market cycles. Previously, he was in corporate banking at MB Financial Bank, where he provided strategic lending and capital markets solutions to select companies in Chicago.
Matt earned an M.B.A. from the Fuqua School of Business at Duke University, and a B.B.A. in Banking and Finance from the University of Georgia. He holds FINRA Series 3, 7, 9, 10 and 66 securities licenses.
Matt and his wife, Kiki, are residents of South Tampa, where they enjoy raising their daughter, Juliette, and taking advantage of all the city has to offer. Passionate about the transformation that is taking place in Tampa Bay, Matt supports the startup ecosystem by serving on Embarc Collective’s Young Professionals Board. He also volunteers with Metropolitan Ministries and the local chapter of UGA’s Alumni Association.
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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。