Simon Levine
Managing Director Region Head of Southeast Private Bank
Biography
Simon Levine is Region Head of Southeast Private Bank for the J.P. Morgan Private Bank. Based in Miami, Mr. Levine leads a team of professionals that provide wealth management advice, strategies and services to individuals, family offices, foundations and endowments across the southeast region. The southeast region includes our Miami, Naples, Tampa, Orlando, Sarasota, Palm Beach, Ft. Lauderdale, Jacksonville, Atlanta, Charlotte, and Nashville offices. Drawing on these teams’ experiences, Mr. Levine and his team develop innovative strategies to help clients grow and sustain their wealth over multiple generations. He currently serves as a member of both the U.S. Private Bank Operating Committee as well as the Global Private Bank Operating Committee.
Before moving to Miami, Mr. Levine spent ten years with the J.P. Morgan Private Bank in New York and held leadership roles spanning legal, compliance and the business. He was the business's Global Chief Compliance Officer. In that role, he was responsible for managing a global compliance program across a multitude of products and services, which included a team of compliance professionals in the U.S., EMEA, Asia, and Latin America. Prior to that, Mr. Levine was Chief Operating Officer for the Private Bank's Investments practice, with responsibility for running its day to-day operations. Before joining J.P. Morgan, he spent over four years in private legal practice, specializing in the financial services sector.
Mr. Levine earned a B.S. from Connecticut College and a J.D. from the George Washington University School of Law.
Mr. Levine currently serves on the Board of Trustees of the Perez Art Museum Miami.
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了解更多成為摩根大通私人銀行客戶的詳情。
敬請提供有關您的個人資料，我們的客戶服務團隊人員將會與您聯絡。
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（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。