George EpsteinGeorge EpsteinManaging Director, Head of J.P. Morgan Wealth Management Lending
About George
George Epstein is a Managing Director and Head of Lending Solutions for USWM for J.P. Morgan Advisors.
He is responsible for managing the team's growth and profitability, with emphasis on portfolio management, business development and driving the long-term strategy and vision for the lending platform.
As the head of the Lending Solutions team, George is focused on constructing innovative lending strategies that complement clients' financial goals and objectives. He oversees a wide range of products and services such as deposits products, lines of credit, residential mortgages, HELOCs, securities-based lending, margin lending, commercial letters of credit and specialty lending, including loans against fine art and aircraft financing.
George has over 30 years of industry experience. Prior to joining J.P. Morgan Wealth Management, George was a Managing Director and National Sales Manager of Banking and Lending at UBS Wealth Management Americas.
George received a B.S. in Finance from St. Peters College. He is an active member of the New Jersey Chapter of the Make-A-Wish Foundation and the Leukemia & Lymphoma Society.
Insights
3 new ways to give: How effective donors are driving change
October 28, 2024With big bets, advanced technology and innovative partnerships, major donors are helping transform the philanthropy landscape.Read Now
Introducing the 29th edition of J.P. Morgan Asset Management’s Long-Term Capital Market Assumptions
October 25, 2024We step back from the “short-termism” of modern finance to review the bigger picture.Read Now
5 ways to boost your kids’ fraud prevention savvy
October 23, 2024With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read Now
T-minus 75 'til 2025: What every investor should know
October 18, 2024Does your portfolio need a tune-up? Here are a few sound principles to keep in mind.Read Now
The agony & the ecstasy
October 18, 2024The risks and rewards of a concentrated stock position.Read Now
Eye on the Market: The Thucydides cap on the China equity rebound trade
October 17, 2024In this edition of Eye on the Market, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, explains what China’s equity rebounds might mean for participants’ returns.Read Now
The SECURE Act 2.0: Saving for retirement could be easier
October 16, 2024The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read Now
A historical look at Giving Season
October 15, 2024The 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
Planning finances for a blended family
October 15, 2024The term “blended family” can have different meanings for different people. However, planning can go a long way.Read Now3 new ways to give: How effective donors are driving change
October 28, 2024With big bets, advanced technology and innovative partnerships, major donors are helping transform the philanthropy landscape.Read NowIntroducing the 29th edition of J.P. Morgan Asset Management’s Long-Term Capital Market Assumptions
October 25, 2024We step back from the “short-termism” of modern finance to review the bigger picture.Read Now5 ways to boost your kids’ fraud prevention savvy
October 23, 2024With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowT-minus 75 'til 2025: What every investor should know
October 18, 2024Does your portfolio need a tune-up? Here are a few sound principles to keep in mind.Read NowThe agony & the ecstasy
October 18, 2024The risks and rewards of a concentrated stock position.Read NowEye on the Market: The Thucydides cap on the China equity rebound trade
October 17, 2024In this edition of Eye on the Market, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, explains what China’s equity rebounds might mean for participants’ returns.Read NowThe SECURE Act 2.0: Saving for retirement could be easier
October 16, 2024The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read NowA historical look at Giving Season
October 15, 2024The 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 NowPlanning finances for a blended family
October 15, 2024The term “blended family” can have different meanings for different people. However, planning can go a long way.Read Now