Jason Mancivalano
JP Morgan Private Bank
PRINCETON, New Jersey
About
Company name
JP Morgan Private Bank
Business title
Executive Director
Contact
How to contact
jason.mancivalano@jpmorgan.com
Professional Profile
Call Me When
Clients who need customized solutions to complex financial problems. I focus on Technology, Healthcare, Multi-Generational companies as well as Real Estate Families, providing pre- and post-transaction wealth planning with a goals-based approach.
Professions
Banker
Wealth Manager
Functional Expertise
Business development
Business growth
Business management
Charitable giving
Corporate finance
Debt
Equity
ESOPs
Estate planning
Family business
Fundraising
Investments
Leadership Development
Lending
Mergers
Mezzanine
Private equity
Private placements
Real estate
Retirement
Sales
Social media
Strategic planning
Tax
Trusts
Venture capital
Exit/Transition Planning
Business Focus
I work closely with some of the most influential leaders in the area, including privately held business owners, C-suite executives, entrepreneurs, members of the real estate community
Client Industries
Agriculture/Mining
Business Services
Computer/Electronics
Consumer Services
Energy/Utilities
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Non-profit
Real Estate/Construction
Software/Internet
Telecommunications
Transportation/Storage
Wholesale/Distribution
Chapter information
Membership
New Jersey
Member since
Member for 9 months
Why I'm a Member of XPX
Looking to connect with professionals who can not only help grow my practice, but who could also be a resource for my clients.
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