T. Scott HolsteadT. Scott HolsteadManaging DirectorWealth Partner
Awards and Industry Recognition
Barron's
About Scott
T. Scott Holstead is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.
As a co-founder of The SGH Group, Scott works closely with multi-generational Texas families, C-suite executives and Texas-based private equity firms to help them address the complexities of significant wealth. He offers steady guidance and thoughtful leadership, providing clients with the comfort and confidence they need to grow, preserve and transfer their wealth.
Drawing on more than 25 years in wealth management, Scott offers a perspective shaped by multiple market cycles. He is skilled in explaining investment concepts clearly so that clients understand the nature and nuances of their asset allocations. Scott is adept at monetizing large single-stock positions, working directly with corporate executives and private equity firms to provide strategic and needed liquidity. Clients look to Scott for his investment knowledge, access to J.P. Morgan's private equity offerings, and his acumen in transferring wealth across generations. Scott, in turn, is proud to serve an exceptional clientele, helping them pursue meaningful goals for their lives and legacies—educating their children, preparing the rising generation as responsible stewards and cementing a family's long-term financial security.
Scott has worked in wealth management since 1999. He honed his investment-management capabilities at Goldman Sachs and Merrill Lynch prior to joining J.P. Morgan in 2018. As a founding member of J.P. Morgan Securities' Houston office in 2018, Scott offers the tenure and continuity to advance client goals effectively within the broader J.P. Morgan organization. He began his career in 1989 at the U.S. Treasury Department's Office of Tax Policy and also worked in the White House's Office of National Service during George H.W. Bush's presidency.
A graduate of Washington & Lee University, Scott earned his B.A. in Political Science. He holds an M.B.A. from the University of Michigan's Ross School of Business.
Eager to contribute to the greater Houston area, Scott is a board member of the Memorial Hermann Foundation and a founding board member of the Texas Alternatives Foundation. He has served on The Kinkaid School Development Board and the Texas Children's Cancer Center Advisory Board. An Eagle Scout, Scott supports the Boy Scouts of America and the Marine Corps Scholarship Foundation.
Scott resides in Houston with his wife, Jill, and their two children.
Insights
Insight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowInsight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowJuly Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now