Leland Mindnich
J.P. Morgan Private Wealth
Wellesley,
Massachusetts
About
Company name
J.P. Morgan Private Wealth
Business title
Vice President- Private Wealth Advisor
Contact
How to contact
email
Professional Profile
Call Me When
You have clients with complicated financial situations who need pre-transaction planning for them and their family.
Professions
Wealth Manager
Functional Expertise
Business development
Charitable giving
ESOPs
Family business
Investments
Lending
Mergers
Philanthropy
Retirement
Transaction advisory
Exit/Transition Planning
Business Focus
CEOs, Owners & Entrepreneurs
Professional Certification
CEPA
Client Industries
Business Services
Computer/Electronics
Consumer Services
Energy/Utilities
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Retail
Software/Internet
Telecommunications
Transportation/Storage
Wholesale/Distribution
Chapter information
Membership
Greater Boston Individual
Member since
Member for 6 years
Chapter Leadership Role
Emerging Professional Chair
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