Trey Eppes
Managing Director at JP Morgan Private Bank
- Role
- Managing Director, Jp Morgan Private Bank at J.P. Morgan
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Experience
Managing Director, Jp Morgan Private Bank
Nov 2015 — Present · Boston, MA, US
As a Managing Director at J.P. Morgan Private Bank, I work closely with partners of private equity firms and hedge funds on liquidity management, asset diversification, and tax and estate planning strategies that complement their concentrated fund exposures. I also facilitate access to a broad array of banking, lending and treasury management services for private investment firms.I leverage my rich wealth management background to help sophisticated families chart a course for their financial futures. I guide them in identifying life goals and aspirations, and then take full advantage of the exceptional breadth of J.P. Morgan’s thought leadership and capabilities—across lines of business—to help turn these into reality.
Education
College of Charleston
BA, with Honors
Duke University - The Fuqua School of Business
MBA
Skills
- Fundraising
- Strategy
- Management Consulting
- Budgets
- Finance
- Business Strategy
- Research
- Financial Modeling
- Asset Management
- Strategic Planning
- Financial Analysis
- Leadership
- Policy
- Economics
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