Investment Strategy
Apr 24, 2026
Sarasota FLORIDA
Get to know our team in Sarasota
In Sarasota, we combine financial acumen with local insight to deliver a private banking experience as vibrant as our coastal city.
Andrew W. Smith, CFA®, CFP®
Executive Director, Team Lead
Mark Malone
Managing Director, Market Manager
Dan Vigne, CFP®, CPWA®
Managing Director, Banker
Alyssa Zebrowsky
Managing Director, Wealth Advisor
Lauren Dumas
Executive Director, Lending Specialist
Christopher Brandriff
Managing Director, Region Head of Southeast Private Bank
Josh Navarro
Managing Director, Regional Head of Investments and Advice
Marc Seaverson, CPWA®
Executive Director, Senior Wealth Strategist and Southeast Regional Lead
Simon Levine
Managing Director, CEO Of Southeast Region
Let’s unlock the future you envision in Florida
We’re here to help you shape your future, bringing creativity and care to every opportunity.
Connect with our team
Our team goes beyond managing wealth—we help you embrace the possibilities of your financial journey. With deep roots in the local community, our specialists can open doors to new opportunities and develop strategies that reflect your unique ambitions and the spirit of South Florida living. We’re committed to providing personalized service and a private banking experience that’s as dynamic and welcoming as Sarasota itself. Whether you’re growing, preserving or transferring your wealth, we’re here to guide you every step of the way.
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Planning and advice that grow with you
Taking a holistic view of your lifestyle and wealth goals, a handpicked team of specialists from across the firm will partner with you to build a comprehensive plan shaped around your unique needs. With a legacy of serving some of the world’s most prominent individuals and families across generations, we can craft strategies informed by data-driven research and a deep understanding of your world. -
Lending strategies shaped around you
Realize your biggest ambitions with our powerful and flexible lending strategies. Whether you’re planning an acquisition, expanding real estate holdings or simply looking to access capital without disrupting your portfolio, we can help you structure credit in a way that supports your vision. -
Investing in your future
At the Private Bank, we help you craft portfolios around what matters most to you. Working closely with you to develop strategies that align with your goals, our approach is built on deep research, access to exclusive opportunities and a clear understanding of your vision. Our experienced specialists can help you invest with purpose and confidence. -
Private banking that’s powerful—and personal
Our private banking clients enjoy unmatched access to our firm’s powerful global resources, as well personalized guidance to help navigate them. For the past seven years in a row, Global Finance Magazine has named us “Best Private Bank in the World” in recognition of our unique dedication to excellence on behalf of every client.**Global Finance Magazine, 2026. Awards or rankings are not indicative of future success or results. Click here to learn more about third-party award selection criteria and other important information.
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Planning and advice that grow with you
Taking a holistic view of your lifestyle and wealth goals, a handpicked team of specialists from across the firm will partner with you to build a comprehensive plan shaped around your unique needs. With a legacy of serving some of the world’s most prominent individuals and families across generations, we can craft strategies informed by data-driven research and a deep understanding of your world.
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Lending strategies shaped around you
Realize your biggest ambitions with our powerful and flexible lending strategies. Whether you’re planning an acquisition, expanding real estate holdings or simply looking to access capital without disrupting your portfolio, we can help you structure credit in a way that supports your vision.
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Investing in your future
At the Private Bank, we help you craft portfolios around what matters most to you. Working closely with you to develop strategies that align with your goals, our approach is built on deep research, access to exclusive opportunities and a clear understanding of your vision. Our experienced specialists can help you invest with purpose and confidence.
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Private banking that’s powerful—and personal
Our private banking clients enjoy unmatched access to our firm’s powerful global resources, as well personalized guidance to help navigate them. For the past seven years in a row, Global Finance Magazine has named us “Best Private Bank in the World” in recognition of our unique dedication to excellence on behalf of every client.*
*Global Finance Magazine, 2026. Awards or rankings are not indicative of future success or results. Click here to learn more about third-party award selection criteria and other important information.
Local Interest
Chris Brandriff featured in Tampa Bay Business Journal for expanded Southeast leadership role
J.P. Morgan Private Bank is proud to announce that Chris Brandriff, Southeast Region Head, was recently highlighted in the Tampa Bay Business Journal for his expanded leadership. Chris now oversees 12 locations and 400 employees across Florida, Georgia, Tennessee and the Carolinas, managing $151 billion in assets. His focus remains on driving growth and delivering exceptional client service throughout the region.
Wealth Planning
Let’s build something lasting—connect with our Private Bank team in Sarasota today.