The Howe Team

"We pride ourselves on earning client trust and maintaining relationships for years and generations."
About The Howe Team

Experience. Trust. Strategies.

We access the multiple lines of businesses and services within J.P. Morgan to meet your needs—whether you seek capital market transactions, investment management or banking and lending. We pride ourselves on earning client trust and maintaining relationships for many years and generations.

Our personalized services include:

  • Brokerage and asset custody
  • Investment advisory
  • Hedge funds and private equity
  • Restricted securities and concentrated positions
  • Lending and mortgages
  • Philanthropic gifting

Meet Our Team

Insights

Outlook

December 2024 jobs report: 256,000 jobs added, a strong finish to the year

January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Retirement

Making the transition to retirement

January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Investing

Selling stock under a 10b5-1 plan

January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
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