Executive Director Team Lead
Jeremy Frank is a Team Lead and an Executive Director in the Houston office of J.P. Morgan Private Bank. Jeremy delivers guidance to some of the most successful individuals, multi-generational families and business owners in the area, whose complex financial needs demand integrated strategies across the entirety of their balance sheets. He serves as a single point of access to oversee planning, banking, lending and investments, and to address the complexities of significant wealth.
Drawing on his extensive private equity experience, Jeremy works with Houston’s leading Financial Sponsors, working directly with both firms and their partners to provide credit financing, tax-efficient estate strategies and allocation of individual investment assets. He has a particular interest in pre-transaction planning to help maximize the outcome of concentrated risk. Jeremy is a sought-after resource for internal organizations and a sounding board for sophisticated investors. In 2020 & 2021, he was selected for the Morgan Circle, a small group of J.P. Morgan Private Bankers from across the country who have been honored for their exceptional performance.
Throughout a decade+ career, Jeremy has amassed a strong background in investment analysis and allocation, startups, capital raise and exit strategies. Most recently, he was with Merrill Lynch, serving as a Senior Portfolio Advisor managing assets for high-net-worth individuals. Previously, Jeremy was a Senior Partner at Novodyn Advisors, a Houston-based hedge fund, where he led a team developing two quantitative strategies.
A graduate of Texas A&M University, Jeremy holds a B.S. in Economics with a focus in Finance. His research on the impact of oil exploration in ANWR has been published by the University. He remains involved as a member of the 12th Man Foundation.
Born and raised in Houston, Jeremy and his wife are raising their three young children in his hometown among family and friends. He is active nationally with St. Jude/ALSAC and is an emeritus member of the Past Presidents Council of the Southern Federation of SLAC. Jeremy is a board member of the Houston division of ACE Scholarships, a national member of The Order of St. Ignatius, and a member of St. George Orthodox Christian Church.
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