
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

Unmasking social engineering: Protecting your wealth from deceptive cyber tactics
October 1, 2025Social engineering is a powerful tool used by cybercriminals to manipulate individuals into revealing sensitive information, using tactics such as phishing, artificial intelligence and more. Discover how to recognize and thwart these tactics.Read Now
The social media seesaw: How family guidelines balance sharing with security
October 1, 2025As individuals’ and families’ profiles and finances increase, so does their likelihood of becoming targets of cybercrime and facing reputational damage. Learn more here.Read Now
What this government shutdown may mean for the stock market and investors
October 1, 2025While the broader economic and market impact of a government shutdown is usually modest, there are certain risks to be aware of with this most recent shutdown.Read Now
Planning finances for a blended family
September 30, 2025The term “blended family” can have different meanings for different people. However, planning can go a long way.Read Now
How to take care of a vacant home
September 30, 2025If you’re a fiduciary for an estate, understanding the essential steps and considerations for the vacant home’s maintenance and security is crucial to ensure the property is ready for future use or sale.Read Now
Planning for your family and terminal illness
September 30, 2025There are many factors to consider when planning for the end of life. Starting early, regardless of health status, can help ensure your family’s security.Read Now
Examining the benefits of the One Big Beautiful Bill for business owners
September 29, 2025Our review of the One Big Beautiful Bill Act, and discussions with business owners following its enactment, focuses on four key provisions.Read Now
4 trends we’re watching in the artificial intelligence investing space
September 26, 2025Given AI’s importance to the recent equity rally and its growing impact on the broader economy, it’s fair to wonder: Is the hype for real?Read Now
Considerations for owning a cash-only business
September 25, 2025Cash-only business such as laundromats and carwashes can be lucrative opportunities for investors. Here’s what to know about running one.Read Now
Unmasking social engineering: Protecting your wealth from deceptive cyber tactics
October 1, 2025Social engineering is a powerful tool used by cybercriminals to manipulate individuals into revealing sensitive information, using tactics such as phishing, artificial intelligence and more. Discover how to recognize and thwart these tactics.Read Now
The social media seesaw: How family guidelines balance sharing with security
October 1, 2025As individuals’ and families’ profiles and finances increase, so does their likelihood of becoming targets of cybercrime and facing reputational damage. Learn more here.Read Now
What this government shutdown may mean for the stock market and investors
October 1, 2025While the broader economic and market impact of a government shutdown is usually modest, there are certain risks to be aware of with this most recent shutdown.Read Now
Planning finances for a blended family
September 30, 2025The term “blended family” can have different meanings for different people. However, planning can go a long way.Read Now
How to take care of a vacant home
September 30, 2025If you’re a fiduciary for an estate, understanding the essential steps and considerations for the vacant home’s maintenance and security is crucial to ensure the property is ready for future use or sale.Read Now
Planning for your family and terminal illness
September 30, 2025There are many factors to consider when planning for the end of life. Starting early, regardless of health status, can help ensure your family’s security.Read Now
Examining the benefits of the One Big Beautiful Bill for business owners
September 29, 2025Our review of the One Big Beautiful Bill Act, and discussions with business owners following its enactment, focuses on four key provisions.Read Now
4 trends we’re watching in the artificial intelligence investing space
September 26, 2025Given AI’s importance to the recent equity rally and its growing impact on the broader economy, it’s fair to wonder: Is the hype for real?Read Now
Considerations for owning a cash-only business
September 25, 2025Cash-only business such as laundromats and carwashes can be lucrative opportunities for investors. Here’s what to know about running one.Read Now