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MEMBER PROFILE

 

Leland Mindnich

J.P. Morgan Private Wealth

 

Member profile details

Membership level
Greater Boston Individual
First name
Leland
Last name
Mindnich
Title
Vice President- Private Wealth Advisor
Company
J.P. Morgan Private Wealth
 

CONTACT INFORMATION

City
Wellesley
State
Massachusetts
 

PROFILE INFORMATION

Call me when
You have clients with complicated financial situations who need pre-transaction planning for them and their family.
Profession
  • Wealth Manager
Functional Expertise
  • Business development
  • Charitable giving
  • ESOPs
  • Exit/Transition Planning
  • Family business
  • Investments
  • Lending
  • Mergers
  • Philanthropy
  • Retirement
  • Transaction advisory
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Energy/Utilities
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Wholesale/Distribution
Professional Certification(s)
CEPA
In Business Since
2013
How to contact
email
Business Focus
CEOs, Owners & Entrepreneurs
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