Managing Director Mid-Atlantic Region Head
Stephen is head of the Mid-Atlantic Region for the J.P. Morgan Private Bank . Stephen leads a team of 50 professionals that oversee more than $27B in client assets. He and his team advise families, public and private executives, and foundations on comprehensive wealth management strategies including portfolio construction, tax-efficient investment management, credit strategies, and generational wealth transfer.
Before joining J.P. Morgan, Stephen was a Vice President in the Investment Management Division of Goldman Sachs where he oversaw portfolio management and wealth planning for clients throughout the Mid-Atlantic region. Prior to joining Goldman Sachs, Stephen was a Portfolio Manager at United States Trust Company in New York. While at U.S. Trust Stephen managed assets for high net worth families and foundations and was a member of the Investment Research Committee. Previously he was a Financial Analyst at Sanford C. Bernstein, a New York based investment management and research firm. He is a Certified Financial Planner.
Stephen earned his BA from Colgate University and his MBA in finance from Vanderbilt University. Stephen is active in a number of community organizations and is on the Board of Directors for the Philadelphia Ronald McDonald House.
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。