Matthew E. Seitz

Banker @JPMorganChase

Greenwich, CT, US
EMAILS
m••••••••@jpmorgan.com
MOBILE NUMBERS
+18•••••••53

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WORK HISTORY

Mar 2008 — Present

Banker @JPMorganChase

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New York, NY, US

J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively ‘”JPMCB”). Annuities & insurance products are made available through Chase Insurance Agency, Inc.(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co.(JPM).INVESTMENT AND INSURANCE PRODUCTS: NOT A DEPOSIT NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NO BANK GUARANTEE MAY LOSE VALUEOpinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results.Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.

EDUCATION

2009 — 2012

NYU Stern School of Business

MBA, Corporate Finance, Global Business

2002 — 2006

Syracuse University

BA, Economics, Psychology

2019 — 2019

Harvard Business School Online

Course in Negotiation Mastery

SKILLS

LeadershipVolatilitySeries 63Financial ServicesInsuranceInvestmentsHedge FundsRetirementEquitiesAlternative InvestmentsPrivate EquityMutual FundsPortfolio ManagementWealth ManagementCorporate FinanceAnnuitiesValuationSeries 7Private BankingPersonal Finance

ABOUT MATTHEW E. SEITZ

Matthew Seitz is an Executive Director and Banker in the Greenwich, Connecticut, office of J.P. Morgan Private Bank. He works directly with business owners, senior corporate executives and principals of private equity firms to deliver peace of mind in all aspects of their financial lives.With almost 15 years of experience, Matt draws from his in-depth awareness into the mindset of successful business owners. He understands the objectives that are most meaningful to them and the risks they face from investing their resources in a concentrated position. Matt provides advice for lending, cash flow management, pre- and post-liquidity strategies, exit or succession planning, multi-generational transfer and legacy goals.

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