Head of FIG and U.S. Private Bank Family Office Managing Director, Market Manager
William Sinclair is the Head of FIG and U.S. Private Bank Family Office Initiative at J.P. Morgan Private Bank. In these senior leadership roles, William focuses on serving our most sophisticated clients and family offices, and serves on the U.S. Private Bank Operating Committee.
In his role as Market Manager, William leads a team of more than 175 professionals who advise some of New York City’s foremost leaders, executives, and entrepreneurs on all aspects of their wealth management. He and his team oversee over $110 billion in assets, advising and assisting clients on public and private investments, fixed income management, custody, credit and liquidity needs, and sophisticated estate and charitable planning.
William joined J.P. Morgan in 2007. Prior to taking his current role, he served as a Senior Private Banker, where he was responsible for analyzing client portfolios, conducting investment reviews, and managing client relationships. His primary focus was covering business leaders and hedge fund managers, including advising some of the top J.P. Morgan Chase executives on their wealth management.
William received a B.A. from Wake Forest University and an M.B.A. from Columbia Business School. He serves on the Wake Forest Business School Board of Visitors and as the Co-Chair of the Wake Forest University Capital Campaign in New York. He is a member of the Estate Planning Council of Lower Fairfield County, serves on the Advisory Council for the Breast Cancer Alliance, and is on the board of the Brunswick School Alumni Association. William holds FINRA Series 7, 9, 10 and 63 licenses. He resides in New York with his wife and daughter.
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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。