Utility Name

Matthew Marcin, CFA®

Executive Director Head of J.P. Morgan Private Bank – Jacksonville

Jacksonville

Biography

Matthew Marcin is an Executive Director and the Head of J.P. Morgan Private Bank for the Jacksonville area. Matt oversees a team of experienced bankers who provide fully integrated wealth management and investment strategies to care for the sophisticated needs of affluent clients throughout Northeast Florida. As a senior leader of the firm, he plays an influential part in driving J.P. Morgan’s business impact and growth in the community.

Matt coaches and mentors his talented team, developing a pathway to remain at the forefront of innovative ideas. In his multifaceted role, he draws from his diverse background to present clients with recommendations steeped in best practices and tailored to personalized goals. Matt’s strength lies in his approachable style and the welcoming environment he has built for clients and colleagues alike. He serves as their go-to resource, known for his ability to solve problems, remove obstacles and turn challenges into successes.

With more than a decade of investment and finance experience at the Private Bank, Matt is highly skilled in the relationship management aspect of the business. Most recently, he was a Private Banker in New York City, advising some of the largest and most complex clients in the Tri-State area. In recognition of his contributions to the firm, Matt has been named a member of the Morgan Circle, a select group of Advisors within the Private Bank who have been honored for their commitment to excellence.

Matt is a graduate of Providence College, where he earned a B.S. in Finance. He holds the Chartered Alternative Investment Analyst (CAIA®) designation, and is a CFA® charter holder and a member of the CFA Society of Jacksonville. Long interested in supporting the educational needs of children, he is a former board member of New Visions Charter School in New York City.

Residents of Jacksonville Beach, Matt and his wife are raising their twin daughters alongside their nearby family. Together, they enjoy setting down roots and exploring all the area offers. A former college and professional soccer player, Matt lives an active lifestyle, and enjoys cycling and playing golf.

^{CAIA®, CAIA Association®, Chartered Alternative Investment AnalystSM, and Chartered Alternative Investment Analyst Association® are the exclusive service marks of the CAIA Association.}

^{CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.}

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