Simon Levine

About Simon Levine

Simon Levine is the Southeast Region Head of J.P. Morgan Private Bank. Based in Miami, Mr. Levine leads a team of professionals that provide wealth management advice, strategies and services to individuals, family offices, foundations and endowments across the southeast region. The Southeast Regionincludes our Miami, Naples, Tampa, Orlando, Sarasota, Palm Beach, Ft. Lauderdale, Atlanta, Charlotte, and Nashvilleoffices. Drawing on these teams experiences, Mr. Levine and his team develop innovative strategies to help clients grow and sustain their wealth over multiple generations.Before moving to Florida, Mr. Levine spent ten years with the J.P. Morgan Private Bank in New York and held leadership roles spanning legal, compliance and the business. He was the business\'s Global Chief Compliance Officer and also served on its Operating Committee. In that role, he was responsible for managing a global compliance program across a multitude of products and services, which included a team of compliance professionals in the U.S, EMEA, Asia, and Latin America. Prior to that, Mr. Levine was Chief Operating Officer for the Private Bank\'s Investments practice, with responsibility for running its day to-day operations. Before joining J.P. Morgan, he spent over four years in private legal practice, specializing in the financial services sector.Mr. Levine earned a B.S. from Connecticut College and a J.D. from the George Washington University Schoolof Law.Mr. Levine currently serves on the Board of Trustees of the Perez Art Museum Miami.

Experience

1. Southeast Region Head, Managing Director

   J.P. Morgan Private Bank

   Jan 2017 — Present · Miami, FL, 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

• Connecticut College

  Bachelor's degree

  1994 — 1998

• The George Washington University Law School

  Doctor of Law (J.D.)

  1999 — 2002

• University College London, U. of London

  Semester Abroad

  1996 — 1996

Skills

• Private Equity