
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

Understanding business entities
November 18, 2025If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read Now
What is umbrella insurance and why might I need it?
November 18, 2025Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read Now
Understanding life insurance
November 18, 2025Many people have questions about life insurance. There is no one answer to determine how much life insurance to have, but understanding your reasons for holding it can help guide you.Read Now
401(k) private equity investing: Things to consider
November 17, 2025A new executive order may expand 401(k) access to private equity, real estate and other alternative assets. Learn key considerations for high-net-worth investors.Read Now
End-of-year planning for business owners
November 17, 2025Proactive year-end planning can help business owners reduce their tax bill, maximize deductions and set their businesses up for a profitable new year.Read Now
Investing in 2026: J.P. Morgan Wealth Management’s top themes to watch
November 17, 2025Three powerful, interconnected forces are defining a new market frontier: artificial intelligence, fragmentation and inflation. Collectively they present the challenge of knowing how to best invest in this evolving landscape. Explore these key themes and feel empowered to invest in the new year with the help of our Global Investment Strategy team.Read Now
In the rear view: How did our 2025 themes pan out?
November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read Now
Planning with family entities
November 13, 2025A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now
How to title your assets
November 13, 2025Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read Now
Understanding business entities
November 18, 2025If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read Now
What is umbrella insurance and why might I need it?
November 18, 2025Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read Now
Understanding life insurance
November 18, 2025Many people have questions about life insurance. There is no one answer to determine how much life insurance to have, but understanding your reasons for holding it can help guide you.Read Now
401(k) private equity investing: Things to consider
November 17, 2025A new executive order may expand 401(k) access to private equity, real estate and other alternative assets. Learn key considerations for high-net-worth investors.Read Now
End-of-year planning for business owners
November 17, 2025Proactive year-end planning can help business owners reduce their tax bill, maximize deductions and set their businesses up for a profitable new year.Read Now
Investing in 2026: J.P. Morgan Wealth Management’s top themes to watch
November 17, 2025Three powerful, interconnected forces are defining a new market frontier: artificial intelligence, fragmentation and inflation. Collectively they present the challenge of knowing how to best invest in this evolving landscape. Explore these key themes and feel empowered to invest in the new year with the help of our Global Investment Strategy team.Read Now
In the rear view: How did our 2025 themes pan out?
November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read Now
Planning with family entities
November 13, 2025A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now
How to title your assets
November 13, 2025Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read Now
