Jeremy Frank

Jeremy Frank is a Managing Director and the Market Manager for J.P. Morgan Private Bank in the Houston area. He leads a team of advisors and specialists to help wealthy clients plan, invest, bank and borrow. Jeremy brings a planning perspective to deliver strategies for wealth transfer and family governance. He believes one of the great privileges of his role is to help clients navigate the firm to access the global resources available so that they may fulfill their purpose and leave a legacy for their family and community.

Jeremy directs a group of bankers and specialists to deliver strategies that address the sophisticated objectives of affluent families. His strength lies in fostering an environment of excellence, guiding his team toward best practices that help clients succeed. Jeremy himself is a banker and advisor, delivering guidance to some of the most successful individuals, multi-generational families and business owners in the area. He is a sought-after resource for internal organizations and a sounding board for sophisticated investors.

Before his current leadership role, Jeremy was twice selected for the Morgan Circle, a small group of J.P. Morgan Private Bankers from across the country who have been honored for their exceptional performance.

Throughout a decade+ career, Jeremy has amassed a strong background in investment analysis and allocation, startups, capital raise and exit strategies. Most recently, he was at Merrill Lynch, serving as a Senior Portfolio Advisor managing assets for high-net-worth individuals. Previously, Jeremy was a Senior Partner at Novodyn Advisors, a Houston-based hedge fund, where he led a team developing two quantitative strategies.

A graduate of Texas A&M University, Jeremy holds a B.S. in Economics with a focus in Finance. His research on the impact of oil exploration in ANWR has been published by the university. He remains involved as a member of the 12th Man Foundation.

Born and raised in Houston, Jeremy and his wife are raising their three young children in his hometown among family and friends. He is an avid supporter of St. Jude/ALSAC, and is an emeritus member of the Past Presidents Council of the Southern Federation of SLAC. Jeremy is a board member of the Houston division of ACE Scholarships, a national member of The Order of St. Ignatius, and a congregant of St. George Orthodox Christian Church.