Trey Eppes Email & Phone Number

Greater Boston Area

As a Managing Director at J.P. Morgan Private Bank, I work closely with partners of private equity firms and hedge funds on liquidity management, asset diversification, and tax and estate planning strategies that complement their concentrated fund exposures. I also facilitate access to a broad array of banking, lending and treasury management services for private investment firms.I leverage my rich wealth management background to help sophisticated families chart a course for their financial futures. I guide them in identifying life goals and aspirations, and then take full advantage of the exceptional breadth of J.P. Morgan’s thought leadership and capabilities—across lines of business—to help turn these into reality.

Greater Boston Area

We launched The Avery Project, as a result of a private grant to Dr. Florian Eichler at MGH Pediatric Neurology in support of very early stage research into our daughter Avery's rare genetic variant affecting Sphingolipid Metabolism. Our hope is that this work will result in identification of potential pathology, treatments, and therapies and enable families dealing with the same ambiguity, to finally have a path forward.

Greater New York City Area

As a Banker on the J.P. Morgan Private Bank Financial Sponsors Group I advise senior principals of private equity firms on strategies to meet their investment, banking, and wealth management needs.

Charleston, South Carolina Area

Project Manager for Corporate DevelopMint, a strategic planning and fundraising consulting firm. Clients included non-profits in education, healthcare, and community services.

Washington D.C. Metro Area

Projects Assistant for the U.S. Senate Republican Policy Committee under Chairman Jon Kyl (R-AZ). Served as a Research Assistant to Senior Analysts covering Tax, Budget, Economic, Environmental, Education, and Judiciary Policy.

Mba, Finance And Strategy

Activities and Societies: Alumni Council Member. Fuqua Finance Practitioners Group, Founding Member

Ba, With Honors, Political Science

Activities and Societies: Honors Program Alum