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Carolyn Simon

J.P. Morgan Private Bank

J.P. Morgan Private Bank adds Simon as executive director

About her

Carolyn Simon joined J.P. Morgan Private Bank in Summit as an executive director.Carolyn Simon joined J.P. Morgan Private Bank in Summit as an executive director.

In this role, she supports her clients across lending, investment management, planning, fiduciary services and more, drawing on her experience as a trained portfolio manager to offer sophisticated wealth guidance for affluent individuals, corporate executives, business owners and members of the real estate community.

Delivering J.P. Morgan’s specialized resources and surrounding her clients with a team of experts, Simon customizes strategies for her clients’ unique situations, merging personal and professional planning goals to enhance exit strategies and mitigate tax impacts. She is especially interested in helping clients through the intricacies of sudden liquidity, inheritance, divorce or other life-changing events.

Simon’s career began on Wall Street, and she has spent 25 years working at firms such as Fiduciary Trust Co., U.S. Trust and Citibank. Her experience includes equity strategies, modern portfolio theory, sector diversification and institutional-caliber guidance. Most recently, Simon was with Wells Fargo Private Bank, focused on integrated wealth management and business development.

Passionate about giving back to her community, she has spearheaded financial literacy programs for women. Simon is a former board member of the Newark Arts Council and the Susan G. Komen Foundation.

Simon attended George Washington University, earning a B.A. in International Affairs. She holds an M.B.A. in Finance from the Stern School of Business at New York University.

About the company

J.P. Morgan Private Bank logoJ.P. Morgan Private Bank provides customized financial advice and strategies to help wealthy clients and their families plan, invest, borrow and bank with intent.

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