Utility Name

Alexandra R. Levitt

Vice President Lending Specialist

Greenwich, CT

Biography

As a lending specialist, Alex provides support around structured credit strategies to high net worth individuals and their families as a means of helping those clients achieve their goals using prudent balance sheet leverage. Alex works in close partnership with the multiple practices across JP Morgan in providing strategies related to debt financing, liquidity management, asset monetization, asset diversification, wealth transfer, and interest rate protection.

Alex joined J.P. Morgan in 2014 at the headquarters in New York City. She worked with the CEO of the U.S. Private Bank and her Operating Committee to build out the U.S. Private Bank client strategy across regions as well as the prioritization of CEO outreach to both clients and advisors.

In 2018, she moved to Miami to join the lending team and has since built an expertise within the lending practice in Life Insurance Premium Finance and Commercial Real Estate Lending. She has since moved back to the Northeast to cover clients in the Connecticut area.

Holds bachelor’s degree in business administration from Emory University’s Goizueta Business School with concentrations in Finance and Film & Media Management.

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