Kevin Sherman is a Managing Director and Senior Banker for J.P. Morgan Private Bank in New York. In this role, he counsels families, executives and entrepreneurs to help achieve their financial, personal and philanthropic goals.
Kevin is also a Market Manager, overseeing teams based in New York City and Long Island. In this role, he leads specialized groups of client advisors, wealth strategists, trust and estates practitioners and lending advisors, who are dedicated to providing wealth management advice and solutions to our clients. He and his team work closely with clients across their balance sheet to help grow and preserve their wealth.
A career-long financial planner, Kevin has always found working with clients to be the most rewarding part of his profession. His straightforward demeanor and extensive experience serve him well in handling the detailed nuances of financial planning, including investments, tax planning, insurance, estate planning, and philanthropy. The trust he builds with his clients often prompts them to seek his guidance in multiple areas of their lives.
Kevin has 25 years of experience in the industry. He joined J.P. Morgan Private Bank in 2013, after 12 years working with Lenox Advisors, where he ran their Private Wealth Management business. He began his career at Cowan Financial Group, as an analyst, helping clients build diversified portfolios.
Kevin received a B.S. in Political Science from Boston College and earned the CERTIFIED FINANCIAL PLANNERTM designation in 2006. He and his wife, along with their four children, live in Fairfield, CT. In his free time, he enjoys attending the sporting events of his children, skiing with his family, traveling and baseball.
Learn more about becoming a J.P. Morgan Private Bank client.Please tell us about yourself, and our team will contact you.
To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products.
JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. JPMCB and JPMS are affiliated companies under the control of JPMorgan Chase & Co. Products not available in all states. Please read the Legal Disclaimer in conjunction with these pages.
INVESTMENT PRODUCTS ARE: • NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.