Simon Levine Email & Phone Number

Simon Levine is the Southeast Region Head of J.P. Morgan Private Bank. 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 across the southeast region. The Southeast Regionincludes our Miami, Naples, Tampa, Orlando, Sarasota, Palm Beach, Ft. Lauderdale, Atlanta, Charlotte, and Nashvilleoffices. Drawing on these teams experiences, 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. He was the business's Global 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 compliance professionals in the U.S., EMEA, Asia, and Latin America. 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 over four years in private legal practice, specializing in the financial services sector.Mr. Levine earned a B.S. from Connecticut College and a J.D. from the George Washington University Schoolof Law.Mr. Levine currently serves on the Board of Trustees of the Perez Art Museum Miami.

Listed skills include Private Equity.