Tina MehtaTina Mehta
Vice President, Wealth Management Banking Sales Specialist, Team Lead

About Tina

Tina Mehta is a Vice President and Banking Sales Specialists Team Lead at J.P. Morgan Wealth Management, a business of J.P. Morgan.

The Wealth Management Banking Sales Specialists are trusted extensions of the Advisor team, with a specialized focus on banking and general cash management, helping identify new client opportunities and proposing customized solutions for existing clients needs.

Tina leads the team covering J.P. Morgan Advisors across the U.S., utilizing her deep knowledge of banking and liquidity management to promote the thoughtful and strategic use of cash within a client's financial portfolio. With her understanding of the current rate environment and competitive landscape, her responsibilities include composing thought leadership and positioning deposits to help advisors gather assets. In addition, Tina is able to create custom cash management strategies that help clients enhance the value of cash to achieve their near- and long-term financial goals

Tina joined J.P. Morgan Private Bank in 2011 as a Deposit Sales Associate supporting bankers on all aspects of J.P. Morgan's personal and business banking product offering. In 2017, she accepted a position at S&P Global as a Relationship Manager, working primarily with Investment Banking clients to provide product training and address inquiries related to financial data.

Tina graduated from Syracuse University with a B.A. in Journalism and Finance. She currently resides in Brooklyn, NY.

Outlook

Is a Goldilocks economy just a fairy tale?

May 17, 2024With 2024’s tale still unfolding, we decipher between promising dynamics and looming threats.Read Now
Outlook

Testing the five big insights of our 2024 Outlook

May 16, 2024As we said in December: There haven’t been this many attractive investment choices to consider in more than a decade.Read Now
Outlook

April 2024 CPI Report: Inflation Is Trending In The Right Direction | J.P. Morgan

May 16, 2024The April 2024 CPI report shows inflation is moving in the right direction toward the Federal Reserve's 2% goal.Read Now