George EpsteinGeorge EpsteinManaging Director, Head of J.P. Morgan Wealth Management Lending
About George
George Epstein is a Managing Director and Head of J.P. Morgan Wealth Management Lending.
He 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 Solutions 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
Communicating wishes when preparing for a death
December 2, 2025Communicate and plan properly to ensure that wishes are satisfied.Read Now
AI-powered scams: How you can help protect yourself
December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read NowHow you can help protect yourself
December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read Now
Fundamental estate planning considerations
December 2, 2025As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read Now
3 things we (and markets) are grateful for this season
November 26, 2025We give thanks for a broad-based rally, a durable economy and a powerful innovation cycle.Read Now
What will you do if you suddenly become rich?
November 25, 2025Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read Now
J.P. Morgan NextList 2026
November 24, 2025J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2026 list here.Read Now
How to manage your employee stock options
November 21, 2025It’s important to consider tax and investment implications of holding or exercising your options.Read Now
A loving gift: The ethical will
November 21, 2025While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowCommunicating wishes when preparing for a death
December 2, 2025Communicate and plan properly to ensure that wishes are satisfied.Read NowAI-powered scams: How you can help protect yourself
December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read NowHow you can help protect yourself
December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read NowFundamental estate planning considerations
December 2, 2025As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read Now3 things we (and markets) are grateful for this season
November 26, 2025We give thanks for a broad-based rally, a durable economy and a powerful innovation cycle.Read NowWhat will you do if you suddenly become rich?
November 25, 2025Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowJ.P. Morgan NextList 2026
November 24, 2025J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2026 list here.Read NowHow to manage your employee stock options
November 21, 2025It’s important to consider tax and investment implications of holding or exercising your options.Read NowA loving gift: The ethical will
November 21, 2025While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read Now