Executive Director Banker
Eric Smith, Executive Director, is Co-Head and Banker at J.P. Morgan Private Bank in Utah. In this role, he is responsible for developing and managing relationships, and helps oversee a team of local professionals who provide wealth management advice, strategies and services to successful individuals, family offices, foundations and endowments throughout Utah. Eric and his team provide strategies and solutions to meet the complex needs for all areas of a client’s wealth, including pre- and post-transaction planning, investment management, banking, lending and philanthropy.
Eric graduated with a B.S. in Management with an emphasis in Finance from Brigham Young University’s Marriott School of Management. He is a CFP® professional, having received this designation in 2015. He holds the Series 7 and 63 securities licenses.
投資產品： • 不受聯邦存款保險公司保障 • 並非摩根大通或其任何關聯公司的存款或其他債務，亦不受摩根大通或其任何關聯公司的保障 • 面臨投資風險，包括可能會損失投資本金
銀行存款產品（例如支票、儲蓄及銀行貸款）及相關服務乃由摩根大通銀行（JPMorgan Chase Bank, N.A.）提供。 摩根大通銀行是美國聯邦存款保險公司的成員。並非借貸承諾。授信額度均須經信貸審批。