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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
 

XPX ROLE

Leadership Role
Emerging Professional Chair
 

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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