George Epstein Advisor Headshot image

George EpsteinGeorge Epstein
Managing Director, Head of J.P. Morgan Wealth Management Lending

About George

George Epstein is a Managing Director and Head of J.P. Morgan Wealth Management Lending.

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

Investing

The new frontier: 3 themes driving alternatives in 2026

January 26, 2026Why we think alternatives are no longer optional.Read Now
Markets and Economy

Debunking the “Sell America” trade: Why Europe’s move could fall short

January 23, 2026Despite policy uncertainty, the United States remains a high-conviction investment opportunity.Read Now
Select this article to learn more about our latest insights
Cybersecurity

3 cyber secure actions to add to your New Year’s resolutions

January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.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.