George EpsteinGeorge Epstein
Managing 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

Cybersecurity

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
Investing

The agony & the ecstasy

October 18, 2024The risks and rewards of a concentrated stock position.Read Now
Markets

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
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.