J.P. Morgan Private Bank
Financial Institutions Group

Exclusive Focus

We provide insights and advice based on in-depth experience working with founders, principals, leading executives and their families in the New York area, who have created wealth in financial markets.

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Hedge Funds

Our experience with the world’s most successful hedge fund principals uniquely positions us to advise you.

We help manage the personal and professional risks you face and position you for the future you envision.

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Asset Management & REITS

We offer innovative strategies to complement and protect what you have achieved, providing you with the same level of focus you give to your fund.

You can benefit from strategic diversification and investment advice to manage concentration exposure and balance liquidity needs.

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Banks & Insurance

As the “banker’s banker,” we understand that compensation and benefit structures add to the complexity of your balance sheet. We provide tailored advice and execution with this full picture in mind.

Our team can help you take a complete view of your portfolio and discuss the balance of your different assets to find the right level of exposure across various positions.

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Meet Our Leadership Team

We surround you with a team of specialists who provide insights and advice to advance your vision—with the level of service you and your family expect.

William Sinclair

William Sinclair

Managing Director
Head of Financial Institutions Group

Chris Nay

Chris Nay

Managing Director
Investments Team Lead

Matt Barshied

Matt Barshied

Managing Director
Investments Team Lead

Robert Baynard

Robert Baynard

Vice Chairman

Ron McGann

Ron McGann

Vice Chairman

Learn more about our firm and investment professionals through FINRA BrokerCheck


Advice and Insights

We help address complex wealth challenges through strategies that complement the investments and risks in your company. Learn how the Financial Institutions Group has put our insights and advice to work for our clients.

Case Studies

Hedge Funds | Launching a Fund

Starting a new fund offers an opportunity to gift assets at low valuation for tax-efficient preservation of future growth.

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Asset Management & REITs | Business Succession

To transfer a company smoothly from father to son meant planning for the whole family.

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Banks & Insurance | Finding Efficiencies for a CEO

The executive of a public financial services company gained efficiencies we identified for her own balance sheet—and that of her company.

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We look forward to speaking with you on how the Financial Institutions Group’s advice and insight can help fulfill your vision.

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