T. Scott HolsteadT. Scott HolsteadManaging DirectorWealth Partner
Awards and Industry Recognition
Barron's
Forbes
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
Building a strong and connected family of wealth: A 10x10 learning road map
August 13, 2026The process of fostering empowered, responsible family members begins early and remains a lifelong journey. Our 10x10 model outlines key competencies to master at various life stages.Read Now
Insight 6: Active cross-generational stakeholder alliance
August 13, 2026As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
Insight 7: Develop a capable and committed rising generation
August 13, 2026Members 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
How does the stock market perform during midterm election years? A guide for investors
August 12, 2026Midterm election years can bring market volatility and uncertainty. Learn what history suggests, why headlines move markets and what long-term investors can do to stay on track.Read Now
Fewer Fed meetings under Kevin Warsh? What a reduced FOMC calendar could mean for investors
August 11, 2026Reports say Fed Chair Kevin Warsh is considering fewer FOMC meetings. Here’s what that could mean for Fed communication, market volatility and investor portfolios.Read Now
International stock market performance so far in 2026: Europe, China, India and more
August 11, 2026International stock market performance has diverged in 2026. See how Europe, China, India and Japan are tracking – and why rates, sector concentration and currency moves can change results for U.S. investors.Read Now
AI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read Now
Introduction to succession planning for business owners
August 7, 2026A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read Now
Will the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read NowBuilding a strong and connected family of wealth: A 10x10 learning road map
August 13, 2026The process of fostering empowered, responsible family members begins early and remains a lifelong journey. Our 10x10 model outlines key competencies to master at various life stages.Read NowInsight 6: Active cross-generational stakeholder alliance
August 13, 2026As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowInsight 7: Develop a capable and committed rising generation
August 13, 2026Members 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 NowHow does the stock market perform during midterm election years? A guide for investors
August 12, 2026Midterm election years can bring market volatility and uncertainty. Learn what history suggests, why headlines move markets and what long-term investors can do to stay on track.Read NowFewer Fed meetings under Kevin Warsh? What a reduced FOMC calendar could mean for investors
August 11, 2026Reports say Fed Chair Kevin Warsh is considering fewer FOMC meetings. Here’s what that could mean for Fed communication, market volatility and investor portfolios.Read NowInternational stock market performance so far in 2026: Europe, China, India and more
August 11, 2026International stock market performance has diverged in 2026. See how Europe, China, India and Japan are tracking – and why rates, sector concentration and currency moves can change results for U.S. investors.Read NowAI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read NowIntroduction to succession planning for business owners
August 7, 2026A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read NowWill the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read Now