George EpsteinGeorge Epstein
Managing Director, Head of J.P. Morgan Wealth Management Lending

About George

George Epstein is a Managing Director and the Head of J.P. Morgan Wealth Management Lending.

George is responsible for managing the team’s growth and profitability, with emphasis on portfolio management, business development and driving the long-term strategy and vision for the lending platform.

As the head of the Lending team, George is focused on constructing innovative lending strategies that complement clients’ financial goals and objectives. He oversees a wide range of products and services such as deposits products, lines of credit, residential mortgages, HELOCs, securities-based lending, margin lending, commercial letters of credit and specialty lending, including loans against fine art and aircraft financing.

George has over 30 years of industry experience. Prior to joining J.P. Morgan Wealth Management, George was a Managing Director and National Sales Manager of Banking and Lending at UBS Wealth Management Americas.

George received a B.S. in Finance from St. Peters College. He is an active member of the New Jersey Chapter of the Make-A-Wish Foundation and the Leukemia & Lymphoma Society.

Insights

Cybersecurity

How to protect your privacy with smart devices at home

October 19, 2026All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now
Fraud

Helping older and vulnerable loved ones avoid scams

October 19, 2026Older and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now
Markets and Economy

Inflation, yields and equities: When does the pressure actually matter?

October 16, 2026Equities have remained resilient despite elevated inflation and higher yields. Earnings may determine how long that resilience lasts.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.