Company Name: JPMorgan Private Bank
About Matt Livak
I moved down to Tampa five years ago from the Northeast US, and it’s been a blessing to be a part of Tampa Bay’s inclusive and burgeoning community. JPMorgan’s Private Bank is a niche group within Asset & Wealth Management that was explicitly built to manage the wealth of high-net-worth individuals. As a Banker, my job is to build strong relationships with my clients to determine what capabilities from our vast solution set would be most relevant. Common areas of advice include pre-transaction planning, public/private investments, and lending or banking solutions.