William Sinclair is a Managing Director and the Head of the Financial Institutions Group at J.P. Morgan Private Bank. In his role as Market Manager, he leads a team of more than 125 professionals who advise some of Wall Street’s foremost leaders, money managers and dealmakers on all aspects of their wealth management.
William and his team oversee over $70 billion in assets. They advise and assist clients on public and private investments, fixed income management, custody, credit and liquidity needs, and sophisticated estate and charitable planning.
William joined J.P. Morgan in 2007. Prior to taking his current role, William served as a Senior Private Banker, where he was responsible for analyzing client portfolios, conducting investment reviews, and managing client relationships. His primary focus was covering hedge fund managers and financial services executives, including advising five of the top JPMorgan Chase & Co. executives on their wealth management.
William received a B.A. from Wake Forest University and an M.B.A. from Columbia Business School. He serves on the Wake Forest Business School Board of Visitors and as the Co-Chair of the Wake Forest University Capital Campaign in New York. He is a member of the Estate Planning Council of Lower Fairfield County, serves on the Advisory Council for the Breast Cancer Alliance, and on the board of the Brunswick School Alumni Association.
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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.
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