Jerold Marc Matherne, CFP®, serves as an Executive Director - Banker at J.P. Morgan Private Bank, where he leverages his extensive background in financial services and client relationship management to deliver tailored wealth management solutions. With a unique blend of experience that spans military service...
Jerold Marc Matherne, CFP®, serves as an Executive Director - Banker at J.P. Morgan Private Bank, where he leverages his extensive background in financial services and client relationship management to deliver tailored wealth management solutions. With a unique blend of experience that spans military service and the pharmaceutical sales industry, Marc brings a disciplined approach to financial planning and investment strategy. His role at J.P. Morgan involves guiding high-net-worth individuals and families through the complexities of wealth management, retirement planning, and credit solutions, ensuring they achieve their financial goals with confidence.
At J.P. Morgan Private Bank, Marc is deeply involved in key projects that focus on developing customized investment strategies and advisory services. He collaborates with a team of experts to provide clients with comprehensive brokerage and advisory investment products, ensuring they have access to the best financial tools available. His expertise in trust and fiduciary services allows him to help clients navigate the intricacies of estate planning and asset management, while his proficiency in credit solutions enables him to offer strategic financing options that align with their overall financial objectives.
Marc's commitment to client success is underscored by his dedication to ongoing education and professional development, as he continuously seeks to enhance his knowledge of market trends and investment opportunities. His ability to build lasting relationships and deliver personalized service has made him a trusted advisor in the private banking sector, where he consistently strives to exceed client expectations and foster long-term financial well-being.
