Townsend (“Tad”) Smith is a Vice Chairman with JP Morgan’s Private Bank. As a senior banker on the Institutional Wealth Management team, he provides sophisticated advice and institutional access for the bank’s largest private clients and their family offices, including investment banking coverage, direct private investments, institutional trading, investment management, credit advisory, estate planning and philanthropy advice.
Mr. Smith joined J.P. Morgan as a Senior Investor in 1992 to help build-out the investment business within the Private Bank, providing J.P. Morgan’s ultra-high net worth clients with brokerage advice and discretionary portfolio management. He later served as a Market Manager and Region Head in the New York and Greenwich, CT markets of the Private Bank. Prior to joining J.P. Morgan, Mr. Smith was an investment banker at Kidder, Peabody & Co. and a corporate lending officer with Manufacturers Hanover Trust Co. in New York.
Mr. Smith received his B.A. from Colgate University and his M.B.A. from The Darden Graduate School of Business Administration at the University of Virginia. He resides in Darien, CT with his wife and three children.
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