William SlayneWilliam SlayneManaging DirectorWealth Partner
Awards and Industry Recognition
Forbes
About William
William A. Slayne is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Bill develops enduring relationships with wealthy individuals and families, helping them discern what they want to achieve with their wealth and pursue those goals through focused attention and tailored advice. He offers the character and consistency to support clients in advancing meaningful objectives, providing them with greater ease and reliability in managing their financial affairs.
Bill views each client relationship as a partnership that requires ongoing communication, collaboration, and active engagement. He emphasizes that his approach is about solving problems, simplifying complexity, and educating multiple generations. "Client care is what we're all about," he notes. Bill also believes heavily in the value of stewardship—a principle that inspires his efforts to help clients preserve and grow their wealth in a responsible manner.
With more than 35 years in wealth management, Bill draws on a deep reservoir of knowledge. Prior to moving to J.P. Morgan Wealth Management with his team in 2023, he spent twelve years with First Republic Bank, where he was a Managing Director and Wealth Manager. Earlier in his career, he served as a Portfolio Manager and Team Leader with BNY Mellon Wealth Management, where he was responsible for managing private client, personal trust, and private foundation assets. Bill developed his investment acumen in part at U.S. Trust, where he was a Senior Vice President and Senior Portfolio Manager. He began his career in 1988 as a Senior Trust and Estate Officer with Chemical Bank after earning his B.A. from the University of Delaware.
Bill lives in Saddle River, New Jersey, with his wife, Tracy. They have three adult daughters. Bill has been a long-time volunteer with the Saddle River Fire Department. In his free time, he loves being outdoors—skiing, hiking, golfing, or spending quality time with his family at the Jersey Shore.
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
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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?
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