Kevin Leigh

Kevin Leigh Kevin has a premium account Click to upgrade to Premium Private Banker at J.P. Morgan Private Bank Greater Philadelphia Area See 500+ connections See contact info J.P. Morgan The Wharton School Highlights Reach out to Kevin for... Joining a nonprofit board. Message Kevin About I appreciate working with people that share core beliefs of Honesty, Integrity, and Solutions. I am currently an Executive Director and Senior Banker in the Philadelphia office of J.P. Morgan Private Bank. In my role, I work closely with individuals, and the people important to them, across their lending, banking, investing, giving and growth needs. I specialize in circumstances where a strategic solutions-oriented mindset around everything they own and owe is required and valued. Most client situations I work with involve closely-held, private or otherwise restricted assets. With a background in investment banking and capital markets, I bring more than 25 years of experience addressing the complex concentrated wealth needs of private families and individuals. I attended The Wharton School, University of Pennsylvania Aresty Institute of Executive Education, completing coursework in mergers and acquisitions, and Villanova University, completing coursework in organizational leadership, financial accounting, international studies, and economics. I hold a Certified Exit Planning Advisor® designation. I believe that you have to be a good guest in the communities you work and live. I am a Board Member of Kids Smiles, a Board Member for the Austelle Foundation, and on the Advisory Board of the Social Innovation Institute. I am a member of the Philadelphia Estate Planning Council, Philadelphia Chapter of Association for Corporate Growth, The Union League of Philadelphia, and Tocqueville Society of the United Way of Greater Lehigh Valley. I actively support community organizations including the Alliance of Women Entrepreneurs, YMCA Camp Tockwogh, Lehigh Valley Charter High School for the Arts, and the Bradbury Sullivan Community Center in Allentown. Activity 1,633 followers No alt text provided for this image Congress recently proposed changes to the laws affecting retirement accounts. Consider how they could impact you. #jpmorgan #privatebank #wealthplanning #taxes #policy #LegislativeUpdates #Regulations Kevin shared this 2 Likes No alt text provided for this image Is it time to take your life back from tech? Kevin shared this 1 Like No alt text provided for this image JPMorgan’s Dimon on Comcast, Wall Street, and wooing Philly customers Kevin shared this 1 Like No alt text provided for this image Promoting diversity and inclusion is good for business, and it’s a top priority for Jamie Dimon. The Private Bank’s Rohit Mehrotra shares highlights from our CEO’s keynote at this year’s Bio International Convention in Philadelphia. Learn more about us and our specialized Healthcare practice. https://lnkd.in/emgpdQT Kevin shared this See all Experience J.P. Morgan Executive Director, Private Bank Company NameJ.P. Morgan Dates EmployedMay 2018 – Present Employment Duration1 yr 2 mos LocationGreater Philadelphia Area - Northeast Pennsylvania Area Senior Private Banker at J.P. Morgan Private Bank in Philadelphia. Coordinate a team of specialists for clients’ evolving needs and serve as primary contact. Manage balance sheets across everything clients own and owe while providing insights and ideas on tax-efficiency, financial health, life events, and liquidity creation. Please contact me via kevin.m.leigh@jpmorgan.com “J.P. Morgan Private Bank” is the brand name for the private banking business wi... See more BNY Mellon Wealth Management Senior Director and Various Company NameBNY Mellon Wealth Management Dates EmployedMay 2013 – May 2018 Employment Duration5 yrs 1 mo LocationMidAtlantic Region Senior Wealth Director Core Member of Private Business Advisory National Practice Group Executive Sponsor of MidAtlantic Mentor/ Mentee Program Chairperson of MidAtlantic Diversity and Inclusion Council Griffin Financial Group Vice President Company NameGriffin Financial Group Dates EmployedOct 2009 – Apr 2013 Employment Duration3 yrs 7 mos I was a member of Griffin's Investment banking teams focused on the Insurance and Commercial, Industrial, and Services industries where I originated new business and managed client relationships through the engagement or transaction process and beyond. Investment Banking, Mergers & Acquisitions, Corporate Strategic Planning, Capital Markets, Deal Creation, Engagement Management, Strategic Sales & Execution. Compliance & Risk Management. Broker/Dealer Trading & Operations. Technology Implementation Team. See less Slice Communications Board of Advisors Company NameSlice Communications Dates EmployedApr 2011 – Dec 2012 Employment Duration1 yr 9 mos The Keystone Equities Group Managing Director Company NameThe Keystone Equities Group Dates EmployedMar 2003 – Oct 2009 Employment Duration6 yrs 8 mos I was a senior member of investment banking team and a partner. I sourced new business and participated in the transaction completion process. I supervised capital markets and took on various roles in the broker dealer including chief compliance officer. Investment Banking, Deal Creation, Engagement Management, Compliance & Risk Management, Capital Markets, Broker/Dealer Trading & Operations. See less Emerging Growth Equities Manager, Trading Operations Company NameEmerging Growth Equities Dates EmployedSep 1999 – Mar 2003 Employment Duration3 yrs 7 mos Compliance & Risk Management, Capital Markets, Broker/Dealer Trading & Operations. Boenning & Scattergood OTC Trader & Market Maker Company NameBoenning & Scattergood Dates EmployedOct 1998 – Sep 1999 Employment Duration1 yr Compliance & Risk Management, Capital Markets, Broker/Dealer Trading & Operations. Pennsylvania Merchant Group Firm Assistant, OTC & Listed Trader Company NamePennsylvania Merchant Group Dates EmployedJun 1991 – Oct 1998 Employment Duration7 yrs 5 mos Capital Markets, Deal Broker/Dealer Trading & Operations. Show fewer experiences Education The Wharton School The Wharton School Degree NameUniversity of Pennsylvania - Aresty Institute of Executive Education Field Of StudyMergers and Acquisitions / Client Psychology Philadelphia, PA USA Villanova University Villanova University Degree NameCollege of Professional Studies Field Of StudyOrganizational Leadership Villanova, PA USA Arts and Business Council of Greater Philadelphia Chamber of Commerce Arts and Business Council of Greater Philadelphia Chamber of Commerce Degree NameBusiness on Board Program Field Of StudyLeadership Development Through Board Service Philadelphia, PA USA Archbishop John Carroll High School Archbishop John Carroll High School Radnor, PA USA