
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

How you may benefit from tax-loss harvesting
January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read Now
Proximity matters: 5 things to know about the US sphere of influence
January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read Now
How to prepare for Tax Day as a small business owner
January 16, 2026Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read Now
The quiet disconnect: New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read Now
New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read Now
Providing for children with special needs
January 15, 2026It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read Now
Selling stock under a 10b5-1 plan
January 15, 2026If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
December 2025 CPI report released: What the data means and how it might affect interest rates
January 13, 2026December's Consumer Price Index (CPI) release added fresh insight on inflation at year-end. Here's what recent price trends and a weaker job market may signal for the Federal Reserve and investors in 2026.Read Now
What the December 2025 jobs report told us about the labor market – and what it could mean for interest rates
January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read Now
How you may benefit from tax-loss harvesting
January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read Now
Proximity matters: 5 things to know about the US sphere of influence
January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read Now
How to prepare for Tax Day as a small business owner
January 16, 2026Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read Now
The quiet disconnect: New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read Now
New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read Now
Providing for children with special needs
January 15, 2026It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read Now
Selling stock under a 10b5-1 plan
January 15, 2026If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
December 2025 CPI report released: What the data means and how it might affect interest rates
January 13, 2026December's Consumer Price Index (CPI) release added fresh insight on inflation at year-end. Here's what recent price trends and a weaker job market may signal for the Federal Reserve and investors in 2026.Read Now
What the December 2025 jobs report told us about the labor market – and what it could mean for interest rates
January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read Now
