Reid Stein

About Reid Stein

As an Investment Specialist at J.P. Morgan Private Bank, I work in tandem with bankers and other professionals to guide clients on tailored approaches that grow wealth and preserve capital. I draw from my strong background in asset management to help affluent individuals and families transform their success into sustainable legacies.I get to know each individual’s expectations and risk tolerance, then craft customized portfolios best suited to their needs. I bring a passion for the markets to my work, investing time studying the firm’s research and thought leadership to identify opportunities across public and private markets—equity, fixed income, currencies and commodities. The hallmark of my approach is an innate ability to simplify complex concepts into actionable steps regardless of a client’s degree of financial sophistication. With considerable exposure to individuals engaged in the financial markets, I value the open exchange of synergistic ideas and experiences.Over my 15-year career, I have developed a strong background in investment banking, hedge funds and family offices. In that time, I have advanced from trade execution to senior advisory and portfolio management roles. More recently, I was the Director of Finance at Tregan Energy Partners, an oil & gas investment fund. Previously, I was a Portfolio Manager at Malabar Capital Management, and have worked in Sales & Trading at Deutsche Bank and Goldman Sachs.

Experience

1. Investment Specialist

   J.P. Morgan

   Jun 2021 — Present · Dallas, TX, US

   J.P. Morgan Private Bank” is the brand name for the private banking business within JPMorgan Chase & Co.(JPM). JPMorgan Chase Bank, N.A. and its affiliates (collectively \"JPMCB\") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (\"JPMS\"), a member of FINRA and SIPC. Annuities 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 JPM.INVESTMENT AND INSURANCE PRODUCTS: NOT A DEPOSIT NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NO BANK GUARANTEE MAY LOSE VALUEJPM, reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to these disclosures: opinions expressed by the profile creator may not reflect those of JPM. Information or content made available on this profile (including strategies or views) is intended for informational purposes only. It should not be relied upon as individually tailored advice and is not an offer to buy, hold or sell any investment, financial instrument or strategy. JPM will not accept any orders via LinkedIn or its messaging systems. JPM does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or awards are not indications of future results.\"Likes\",\"Favorites\" or similar functionality on social media sites should not be considered a positive reflection of actual client experiences or services offered by JPM. Additional important information: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.

Education

• University of Pennsylvania

  Bachelor of Arts, Cum Laude, History

  2001 — 2005

• The Wharton School

  MBA, Finance, International Economics

  2009 — 2011