Justin M. Kastan

Justin Kastan is an Executive Director and Senior Banker in the New York City office for J.P. Morgan’s Private Bank. He works with some of the firm’s most successful private clients and their families, as well as institutional and not for profit organizations, to provide thoughtful planning and customized asset management solutions. He advises clients across all areas of J.P. Morgan including portfolio construction, investment management, wealth transfer and planning, trust and estate strategies, and philanthropic endeavors.

In addition to being honored J.P. Morgan’s Global Recognition Program as one of the Private Bank’s top advisors, Justin has also been selected over consecutive years to the firm’s Morgan Circle, which pays tribute to the top 5% advisors nationwide who are noted for exceptional client service, performance and contributions to the team. He has over 22 years of experience in the financial services industry and more than 18 years with J.P. Morgan. Justin has been entrusted with several leadership opportunities, including managing the KPMG Partner Program. Justin has led J.P. Morgan’s partnership with KPMG for over 8 years. He possesses a deep knowledge of KPMG’s compliance requirements and compensation structure, and has extensive experience in evaluating KPMG’s retirement plans for strategic financial planning purposes.

Before joining J.P. Morgan, Justin was a Financial Advisor in the Global Private Client Group at Merrill Lynch. Previously, he worked in the Wealth Management Division of Oppenheimer & Co., offering financial planning and innovative ideas to high networth clients. Justin earned a B.S. from the State University of New York at Albany’s School of Business with a double concentration in Management and Management Information Systems and a minor in Economics. He is currently a CFP® candidate.

A native of New York’s Westchester County, Justin has resided in Manhattan for 24 years. He is enthralled with travel, art, and cultural and culinary experiences. He has visited more than 25 countries across five continents.