Managing Director Head of Investments
Scott Lydick is the Head of Investments for J.P. Morgan Private Bank in Fort Worth, Texas. In this role, he leads a team of 16 investment professionals and oversees all functions of the Investment Desk. Scott also leverages J.P. Morgan’s global resources to provide individuals, endowments and foundations with tailored investment strategies across multiple platforms and asset classes. In addition to his client and investment team responsibilities, Scott also leads two working groups designed to help accelerate the technology strategies for bankers across the Wealth Management business.
Prior to joining J.P. Morgan, Scott was a founding partner and Chief Investment Officer at Trugent Capital L.P., a Fort Worth–based equity long and short hedge fund. Previously, he held portfolio management and research positions at Verity Capital L.P. and Carlson Capital L.P. for various hedge fund investment strategies.
Scott also holds the Chartered Financial Analyst® designation. He received a Bachelor of Business Administration in Finance from The University of Texas at Austin.
Scott is an active member of the Fort Worth and Southlake community and currently serves on the board of the Center for Transforming Lives.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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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.