Vice President Team Lead
Matt is a Team Lead at J.P. Morgan Private Bank in Palm Beach, Florida and member of the Southeast Operating Committee. He is responsible for helping clients fulfill their goals and passions and the growth and development of his team.
Matt leads a team of experienced bankers who advise successful families, real estate principles, financial institutions, corporate executives, healthcare professionals, and closely-held business owners. Relationships begin with a clear understanding of client’s individual, family and legacy goals. Through collaboration with a robust team of industry leading specialists at J.P Morgan, and client’s professional advisors, Matt and his team craft thoughtful strategies to help clients realize their vision for their wealth.
Through his career, Matt has developed extensive experience in strategic planning, customized investment strategies, banking, lending and wealth transfer. Having joined J.P. Morgan as an Investment Specialist, Matt worked alongside clients to build custom investment strategies tailored to help meet specific objectives of growth, capital preservation, income, and/or liquidity. He has experience across a wide range of investments including individual stocks, bonds, preferred equity, mutual funds, ETF’s, private investments and hedge funds.
Prior to joining J.P. Morgan, Matt served successful individuals and families as a Private Wealth Advisor with Goldman Sachs in Palm Beach. He began his career as a consultant with Accenture creating business solutions for Fortune 100 companies from 2002-2008. Matt graduated from Dartmouth College with a Bachelor of Arts in Economics and was captain of the Dartmouth Football team. He later earned his M.B.A from University of North Carolina Kenan- Flagler Business School where he served as portfolio manager for a $2mm student run endowment. Matt holds Series 7, 9, 10 and 63 securities licenses. He lives in Tequesta, Florida with his wife, Andrea and in his free time, enjoys fishing, tennis and travel.
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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. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Please read the Legal Disclaimer in conjunction with these pages.
INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • 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.