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On today’s show, Jordan sits down with Eric Moore. Eric is Vice President with JP Morgan Private Bank, where he advises successful business owners, executives, and affluent families through the complexity of their wealth. He is a graduate of the United States Naval Academy, studied economics, and served seven years active duty in the Navy as well as six years as a reservist. After receiving an MBA from Villanova University, he built a successful practice at Bank of America Private Bank and subsequently transitioned to Bernstein in their Philadelphia office. He is passionate about preserving a legacy for his clients through deep understanding and strategic execution. He guides clients through family engagement, business sale and succession planning, philanthropy, as well as proper asset allocation and tax efficiency. He also provides access to an array of traditional and alternative investment capabilities to sophisticated investors looking for unique solutions in a challenging capital market return environment.
Eric lives in West Chester, PA with his wife and three daughters and enjoys coaching
youth basketball and mentoring veteran professionals. He is actively involved in various organizations including the Greater Philadelphia Veteran Network and Bringing Hope Home.
Thank you to Eric Moore of JP Morgan Private Bank for coming on the show.
To learn more about Eric Moore and the JP Morgan Private Bank, visit:
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