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 one of the two founding members of the J.P. Morgan Wealth Management office in Houston, Scott works with a select group of highand ultra-high-net-worth multi-generational Texas families, philanthropic foundations and Texas-based private equity firms to help them address the complexities of today's financial markets.
Scott draws on his 22 years of experience to navigate market volatility. He leverages the intellectual capital of J.P. Morgan to construct tailored investment solutions for his clients. He enjoys engaging with families and building lasting relationships to provide them with the guidance, comfort and confidence they need for prudent long-term wealth creation and preservation.
Scott honed his investment management capabilities at Goldman Sachs, UBS Financial Services and Merrill Lynch. He and the other members of the team joined J.P. Morgan in 2018 to provide clients with the firm's wealth of products and services, delivering it all within a boutique setting.
Scott is a graduate of Washington & Lee University where he earned a B.A. in Political Science. He holds an M.B.A. from the University of Michigan's Ross School of Business. Scott began his career in 1989 at the U.S. Treasury Department's Office of Tax Policy. He also worked in the White House's Office of National Service during George H.W. Bush's presidency.
A role model in his community, Scott is an Eagle Scout, a board member of the Memorial Hermann Foundation and a founding board member of the Texas Alternatives Foundation. He has served on the boards of The Kinkaid School's Development Board and the Texas Children's Cancer Center. He is a supporter of the Post Oak Little League, the Boy Scouts of America and the Marine Corps Scholarship Foundation. He also serves on the Parent Leadership Council at Washington & Lee University. Scott resides in Houston with his wife, Jill, and their two children.
Insights
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June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read Now