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
How AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now
Eye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now
Insight 7: Develop a capable and committed rising generation
July 23, 2024Members 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
Insight 6: Active cross-generational stakeholder alliance
July 23, 2024As 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
Three big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read Now
Quick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read Now
What’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
Insight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
June 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read NowHow AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read NowEye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowInsight 7: Develop a capable and committed rising generation
July 23, 2024Members 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 NowInsight 6: Active cross-generational stakeholder alliance
July 23, 2024As 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 NowThree big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowQuick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowWhat’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowInsight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now