Utility Name

Stephen Feinstein

Executive Director Banker

Austin, TX

Biography

Stephen Feinstein is an Executive Director and Banker with J.P. Morgan Private Bank in Austin, TX. Along with his integrated team of specialists, he provides comprehensive wealth management solutions to business owners, corporate executives, entrepreneurs, and their families. Stephen enjoys solving complex financial problems and developing personalized strategies to achieve the unique goals and ambitions of his clients.

Stephen joined the team at J.P. Morgan Private Bank in 2009 because he appreciated the differentiated, advice-focused platform and client-centric solutions that J.P. Morgan provides—an approach that goes beyond the traditional investment and banking relationship. His clients value his experience as well as his genuine interest in creating better outcomes for them by fully understanding the purpose and intent of their wealth.

Prior to joining the Private Bank, Stephen worked at UBS Financial Services as part of their Regional Institutional Sales Team in Dallas, where he supported government organizations and agencies, insurance companies, pension funds and other institutional clients. He earned his B.A. in Political Science, Philosophy and Economics from Western Washington University.

Active in the local community, Stephen serves on the board of the Hebrew Free Loan Association of Austin, which provides short-term financial support to those in need through interest-free loans. He and his wife enjoy Austin’s unique arts, culinary and recreational culture. You’ll often find them listening to local music, spending time at the park with their son, or seeking out new places to hike and camp.

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