Simon Levine is Head of the J.P. Morgan Private Bank in Florida. 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. Drawing on their experience, 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. Most recently, he was the business’s 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 more than 200 compliance professionals in the U.S., EMEA, Asia and Latin America. Additionally, he provided ongoing strategic advice to senior leaders across a wide variety of topics and initiatives. 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 five years in private legal practice, specializing in the financial services sector, including broker-dealers, investment advisors, investment companies, banks and alternative investment.
Mr. Levine earned a B.S. from Connecticut College and a J.D. from the George Washington University School of Law.