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Biography
Townsend (“Tad”) Smith is a Vice Chairman with J.P. Morgan’s Private Bank. As a senior banker, he provides sophisticated advice and institutional access for the bank’s largest private clients and their family offices, including investment banking coverage, direct private investments, institutional trading, investment management, credit advisory, estate planning and philanthropy advice.
Mr. Smith joined J.P. Morgan as an Investor in 1992 to build-out the investment business within the Private Bank, providing J.P. Morgan’s ultra-high net worth clients with brokerage advice and discretionary portfolio management. He later served as a Market Manager and Northeast Region Head in the New York and Greenwich, CT markets of the Private Bank. Prior to joining J.P. Morgan, Mr. Smith was an investment banker at Kidder, Peabody & Co. and a corporate lending officer with Manufacturers Hanover Trust Co. in New York.
Mr. Smith received his B.A. from Colgate University and his M.B.A. from The Darden Graduate School of Business Administration at the University of Virginia. He has three grown children and resides in Ponte Vedra Beach, FL.
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To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products.
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. Insurance products 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.
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INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
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Not a commitment to lend. All extensions of credit are subject to credit approval.
