
Matthew HallMatthew HallManaging DirectorWealth Partner
Awards and Industry Recognition

Forbes
About Matthew
Matthew Hall is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Matt works closely with a nationwide clientele, including C-suite executives, successful entrepreneurs and highand ultra-high-net-worth individuals to help them address their wealth objectives. He integrates a suite of strategies and services such as portfolio management, tax and estate planning and gifting. Matt formulates customized plans to manage each client's existing assets in pursuit of their financial future. He proudly offers direct access to J.P. Morgan's global capabilities and thought leadership.
With deep foundational knowledge gained over three decades of financial services industry experience, Matt focuses on developing an intimate understanding of each client's values and vision. He considers their short- and long-term goals and is cognizant that clients are often planning not only for their own aspirations but also for the generations to follow.
Before joining J.P. Morgan in 2023, Matt spent nearly 20 years at First Republic Private Wealth Management, advising high-net-worth investors on their portfolios. He previously served as a Senior Vice President in marketing and client relations at Starbuck, Tisdale & Associates, before which he spent 13 years managing the Private Client Group at Roger Engemann & Associates. Earlier in his career, he held positions in the Trust Investments departments at both United Mercantile Bank (Pasadena) and City National Bank (Beverly Hills).
Matt holds a B.S. in Business Administration with a concentration in Finance from Fort Lewis College in Durango, Colorado. He serves as President of the American Friends of Belvoir Castle, the U.S. nonprofit fundraising arm for the Duke and Duchess of Rutland's effort to conserve, restore and manage their historic British ancestral home. He is also an avid military historian and a classic car aficionado. Matt grew up in London and has lived around the world, including in Europe, Africa, Colorado and the Southwest, and enjoys traveling. He currently makes his home in Los Angeles.
Insights

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Year-end recap: 5 forces beyond AI that moved markets
December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read Now
Data returns with November 2025 CPI report: Inflation lower than expected
December 18, 2025Consumer prices rose more slowly than expected in November, bringing annual headline inflation to 2.7%. See how the return of official data impacts your wallet, the Federal Reserve and your portfolio.Read Now
US added 64k jobs in November; unemployment rate also increased slightly
December 16, 2025The November jobs report shows 64,000 jobs added, and unemployment ticked up to 4.6%. See what the latest data means for hiring, pay and the Federal Reserve.Read Now
6 practices to help you navigate family dynamics during the holidays
December 15, 2025Cultivate deeper family connections with these six key strategies.Read Now
Shifting mindsets: How geopolitics, trade and tech innovation could redefine investment opportunities
December 15, 2025Recent global events have transformed how countries approach trade and manufacturing. Here’s a look at these changes and how they impact investment markets.Read Now
Providing for your loved ones during your lifetime
December 15, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Shock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read Now
Donor-advised funds vs. private foundations: How to choose your giving strategy
December 11, 2025Understanding the options when it comes to charitable giving is key to solidifying a strategy that will help you achieve your philanthropic goals.Read Now
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