簡歷
Townsend (“Tad”) Smith is a Vice Chairman with J.P. Morgan’s Private Bank. As a senior banker, he provides sophisticated advice and institutional access for the bank’s largest private clients and their family offices, including investment banking coverage, direct private investments, institutional trading, investment management, credit advisory, estate planning and philanthropy advice.
Mr. Smith joined J.P. Morgan as an Investor in 1992 to build-out the investment business within the Private Bank, providing J.P. Morgan’s ultra-high net worth clients with brokerage advice and discretionary portfolio management. He later served as a Market Manager and Northeast Region Head in the New York and Greenwich, CT markets of the Private Bank. Prior to joining J.P. Morgan, Mr. Smith was an investment banker at Kidder, Peabody & Co. and a corporate lending officer with Manufacturers Hanover Trust Co. in New York.
Mr. Smith received his B.A. from Colgate University and his M.B.A. from The Darden Graduate School of Business Administration at the University of Virginia. He has three grown children and resides in Ponte Vedra Beach, FL.
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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。
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