Steven Lupo
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Steven Lupo Email & Phone Number

Incoming Lending Analyst at J.P. Morgan Private Bank
Location: New York City Metropolitan Area, United States 7 work roles 2 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Role
Incoming Lending Analyst
Location
New York City Metropolitan Area, United States
Company size

Who is Steven Lupo? Overview

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Quick answer

Steven Lupo is listed as Incoming Lending Analyst at J.P. Morgan Private Bank, a with 75129 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Steven Lupo.

Steven Lupo previously worked as Incoming Summer Analyst at J.P. Morgan Private Bank at J.P. Morgan Private Bank and Associate | Metals Sector at Penn State Asset Management Group. Steven Lupo holds Bachelor'S Degree, Finance, General, Junior from Penn State University.

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J.P. Morgan Private Bank

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Profile bio

About Steven Lupo

Steven Lupo is currently a Senior at Penn State University studying Finance at Penn State's Smeal College of Business. Since the start of his college career, Steven has become involved in several extracurricular activities in order to develop professionally, build a network, and meet new friends in college both inside and outside the classroom. Through his involvement in the Asset Management Group, VP of Finance of Delta Upsilon, and other experiences at school, he has gained diverse knowledge in the field of finance. During his summer as a rising senior he completed the 2024 summer analyst program within J.P. Morgan's Private Bank. He will be returning to the firm full time next summer and is thrilled for the opportunity to surround himself with some of the brightest individuals in the field

Current workplace

Steven Lupo's current company

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J.P. Morgan Private Bank
J.P. Morgan Private Bank
Incoming Lending Analyst
New York, NY, US
Website
Employees
75129
AeroLeads page
7 roles

Steven Lupo work experience

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Incoming Summer Analyst At J.P. Morgan Private Bank

Current

Palm Beach Gardens, Florida, United States

Oct 2023 - Present

Associate | Metals Sector

Current

State College, Pennsylvania, United States

Awarded a role as Metals Sector analyst within Penn State’s Asset Management Group after enduring a 10-week education run by the Penn State Derivatives Association and multiple rounds of behavioral, market, and technical interviewsConducted weekly reports summarizing market movements along with a looking ahead narrative delivered to each AMG memberPresented one solo Metals sector pitch covering product and position overview, trade analysis, macroeconomic thesis, risk analysis, technical bias and fair value, volatility analysis, hedge strategy, and capital allocation

Oct 2022 - Present

Vice President Of Finance And Operations

Current

State College, Pennsylvania, United States

Handled all organization’s financial transactions and created budget involving over $40,000 revolving around organizationMaintained proper communication with executive board members and chapter advisors in order to ensure a healthy budget for the chapter

Nov 2022 - Present

Founder

Current
H & L Detailing

Holmdel, New Jersey, United States

Founded company to provide service in car detailing for 200+ customers and marketed through Facebook Ads, Google Ads, and flyers to provide information about pricing, specific roles, and contact information. Generated profits of more than $5,000 in 2020 by negotiating pricing with customers on job size and workload as well as allocating 30% of business revenues to advertisements, payment of materials, and distribution of wages to eight employees

Jun 2020 - Present

Server

Red Bank, New Jersey, United States

Provided exemplary service in a fast-paced dining environment. Offered recommendations from the menu based on customers’ preferences. Ensured customers’ needs were met through excellent time management and communication skills. Worked as part of a seamless team to meet management’s high standards.

May 2022 - Sep 2022
Team & coworkers

Colleagues at J.P. Morgan Private Bank

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2 education records

Steven Lupo education

Bachelor'S Degree, Finance, General, Junior

Activities and Societies: Wall Street Bootcamp, Penn State Investment Association, Penn State Derivatives Association, Delta Upsilon.

High School Diploma

Holmdel High School

Activities and Societies: National Honor Society, Golf Team, Entrepreneurship Club

FAQ

Frequently asked questions about Steven Lupo

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What company does Steven Lupo work for?

Steven Lupo works for J.P. Morgan Private Bank.

What is Steven Lupo's role at J.P. Morgan Private Bank?

Steven Lupo is listed as Incoming Lending Analyst at J.P. Morgan Private Bank.

Where is Steven Lupo based?

Steven Lupo is based in New York City Metropolitan Area, United States while working with J.P. Morgan Private Bank.

What companies has Steven Lupo worked for?

Steven Lupo has worked for J.P. Morgan Private Bank, Penn State Asset Management Group, Delta Upsilon International Fraternity, H & L Detailing, and Via Sposito.

Who are Steven Lupo's colleagues at J.P. Morgan Private Bank?

Steven Lupo's colleagues at J.P. Morgan Private Bank include Max Hutchins, Tyson Cave, Steven Marshall, Peter Basso, and James Lee.

How can I contact Steven Lupo?

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What schools did Steven Lupo attend?

Steven Lupo holds Bachelor'S Degree, Finance, General, Junior from Penn State University.

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