George EpsteinGeorge Epstein
Head of Banking and Lending Solutions

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

Outlook

Sell-off struggle: Do bears have unfinished business?

January 9, 2024Despite the headwinds, a world in transition may offer an attractive entry point for long-term investors.Read Now
Outlook

July 2023 Fed Meeting: Interest Rate Hikes Resume

January 9, 2024The Federal Reserve raised interest rates by 25 basis points in July 2023.Read Now
Economy

Quick shot: To hike or not to hike

January 9, 2024Central bankers are now tasked with balancing both the fight against rising prices and the need for overall financial stability.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.