George EpsteinGeorge Epstein
Managing Director, Head of Banking and Lending Solutions

About George

George Epstein is a Managing Director and Head of Banking and Lending Solutions for J.P. Morgan Advisors. He 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 banking and lending platform. As the head of the Banking and Lending Solutions team, George is focused on constructing innovative banking and lending strategies that complement clients' financial goals and objectives. He oversees a wide range of products and services such as deposits products, lines of credits, 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 Securities, George was a Managing Director and the 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.

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