
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

Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
How to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
How to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now