Steven L. Faulkner

Steven L. Faulkner is a Vice Chairman and member of the J.P. Morgan Private Advisory leadership team, a cross-disciplinary group of over 100 global specialists who collaborate to deliver innovative and forward-thinking strategies, working closely with Private Bank Advisors to help clients make well-informed decisions and achieve their goals.

As Head of Private Business Advisory, Steve is responsible for developing content and strategies for business owners on issues such as mergers and acquisitions, corporate governance, pre-transaction planning and maintaining a legacy business over multiple generations. 

Steve was formerly responsible for managing a national team of more than 80 investment management, real estate and business valuation professionals. Steve has extensive experience analyzing, reviewing, advising and transacting closely held businesses, limited partnerships and private equity investments. Steve presently serves on the boards of directors of several closely held companies. 

Prior to joining J.P. Morgan in 1998, Steve was a practicing attorney, and advised a range of businesses from multinational corporations to small, family-owned businesses in mergers and acquisitions, succession planning and litigation of closely held company issues. Steve is a graduate of Michigan State University (B.A.) and The Ohio State University (M.P.A., J.D.). 

Steve has been a featured presenter at the O.C.C. Large Bank Field Examiners Seminar, multiple Delaware Bankers Association Trust Conferences and several National Trust Closely Held Business Association annual meetings, as well as other conferences and associations. Steve regularly presents at legal and accounting firm continuing education events and private equity symposiums. Steve has been quoted in The Wall Street Journal, Financial Times, Dow Jones, Barron’s, Bankrate.com, Kiplinger and Crain’s Business. In addition, Steve was previously an adjunct professor for the Butler University Honors Program.