
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 social media guidelines: Sharing vs. security
September 11, 2026As families’ visibility and wealth grow, so does the risk of cybercrime – and reputational damage. Learn how family guidelines can help balance sharing with security.Read Now
Social engineering scams: Protect your wealth from deceptive cyber tactics
September 11, 2026Social engineering scams are a powerful tool used by cybercriminals to manipulate people into revealing sensitive information. Learn to spot phishing, smishing, vishing and deepfakes.Read Now
$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read Now
Planning for your family and terminal illness
September 10, 2026There are many factors to consider in end-of-life planning. Starting early, regardless of health status, can help ensure your family’s security.Read Now
Aligning your strategy with your goals: The value of wealth planning
September 10, 2026There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read Now
5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read Now
Kevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read Now
A historical look at the giving season
September 9, 2026The end of the year, also called giving season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Using donor-advised funds to create college scholarships
September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read Now
Family social media guidelines: Sharing vs. security
September 11, 2026As families’ visibility and wealth grow, so does the risk of cybercrime – and reputational damage. Learn how family guidelines can help balance sharing with security.Read Now
Social engineering scams: Protect your wealth from deceptive cyber tactics
September 11, 2026Social engineering scams are a powerful tool used by cybercriminals to manipulate people into revealing sensitive information. Learn to spot phishing, smishing, vishing and deepfakes.Read Now
$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read Now
Planning for your family and terminal illness
September 10, 2026There are many factors to consider in end-of-life planning. Starting early, regardless of health status, can help ensure your family’s security.Read Now
Aligning your strategy with your goals: The value of wealth planning
September 10, 2026There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read Now
5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read Now
Kevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read Now
A historical look at the giving season
September 9, 2026The end of the year, also called giving season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Using donor-advised funds to create college scholarships
September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read Now
