George EpsteinGeorge EpsteinManaging Director, Head of J.P. Morgan Wealth Management Lending
About George
George Epstein is a Managing Director and the Head of J.P. Morgan Wealth Management Lending.
George 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 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
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Wealth Planning
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