Managing Director Market Manager
Matt Barshied leads a team of professionals in San Francisco and Silicon Valley who provide wealth management advice to individuals and families. With 15 years of experience, Matt takes a holistic view of client intents to identify tax-efficient planning strategies.
Matt is focused on continuing to build the firm’s local presence through initiatives designed to bring impactful advice to clients in Northern California across banking, lending, investing, wealth transfer and philanthropy.
Matt joined J.P. Morgan in 2004. Prior to his current role, he was Head of Investments for the Financial Institutions Group at J.P. Morgan Private Bank based in New York. He also served as a member of J.P. Morgan’s Alternative Investment Group, where he focused on constructing single strategy hedge fund, private equity, real estate and private debt portfolios.
Matt earned his Bachelor of Science in Accounting with a minor in Theology from Boston College.
請瀏覽 FINRA Brokercheck網站以了解更多我們的公司及投資專才。
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。