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

Select this article to learn more about our latest insights
Wealth Planning

Planning for separation or divorce

November 12, 2026Make sure to plan for all potential outcomes.Read Now
Select this article to learn more about our latest insights
Wealth Planning

New year, new perspective (on your financial future)

November 12, 2026The new year can set the stage for new beginnings. If you are looking to better manage your finances, here are three strategies rooted in behavioral science.Read Now
Select this article to learn more about our latest insights
Wealth Planning

Planning for your child becoming an adult

November 11, 2026As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.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.