Steven Stallone
Private Banking at J.P. Morgan Asset Management | Newark, Delaware, United States
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Steven Stallone is a distinguished relationship manager and investment professional at J.P. Morgan Asset Management, specializing in Private Banking. With over 15 years of experience, he has honed his expertise in sales, marketing, product management, and client service, making him a trusted resource for ultra-high-net-worth individuals and institutional clients alike. Steven excels in the marketing and management of a diverse range of investment products, ensuring that his clients receive tailored solutions that align with their financial goals.
In his current role, Steven partners closely with clients to provide world-class private banking services. He coordinates a comprehensive suite of offerings, including banking, lending, investing, liquidity, and trust services, by collaborating with various service partners within the J.P. Morgan organization. His ability to navigate complex financial landscapes has proven invaluable, particularly when resolving intricate trust tax and estate situations for multiple families with assets exceeding $400 million. This level of expertise not only underscores his commitment to client success but also highlights his strategic financial planning capabilities.
Steven's high-energy approach, combined with his dependable nature, fosters strong relationships built on trust and transparency. His skills in asset allocation, relationship management, and wealth management are complemented by his proficiency in securities and 401(k) plans, allowing him to deliver comprehensive financial strategies that meet the unique needs of each client. As a proactive and positive resource, Steven continues to drive value for his clients, ensuring they navigate their financial journeys with confidence and clarity.
Private Banking at J.P. Morgan Asset Management in November 2014 to Present
Financial Specialist at PNC Bank/PNC Investments in January 2013 to November 2014
Associate at Morgan Stanley Smith Barney in February 2011 to January 2013
Vice President -Mutual Funds Wholesaler at BlackRock Capital Management Corporation in August 1995 to March 2009
Assistant Vice President at BlackRock/PNC Institutional Management in November 1993 to August 1995
Assistant Vice President at Meridian Asset Managerment/Delaware Trust Company in April 1992 to November 1993
Assistant Vice President at Delaware Trust Capital Management in July 1987 to April 1992
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Drexel University's LeBow College of Business, MBA, Finance, August 1985 to August 1987
Hope College, BA, Business Administration, August 1979 to August 1983
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Mutual Funds
Investments
Asset Allocation
Wealth Management
Series 7
Securities
Strategic Financial Planning
Financial Services
Business Development
Retirement
Product Management
401k
Relationship Management
Marketing
Sales
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Discover more about J.P. Morgan Asset ManagementWhat is Steven Stallone email address?
Email Steven Stallone at [email protected] and [email protected]. This email is the most updated Steven Stallone's email found in 2026.
What is Steven Stallone phone number?
Steven Stallone phone number is 302 985-1011.
How to contact Steven Stallone?
To contact Steven Stallone send an email to [email protected] or [email protected]. If you want to call Steven Stallone try calling on 302 985-1011.
What company does Steven Stallone work for?
Steven Stallone works for J.P. Morgan Asset Management
What is Steven Stallone's role at J.P. Morgan Asset Management?
Steven Stallone is Private Banking
What industry does Steven Stallone work in?
Steven Stallone works in the Financial Services industry.
Steven Stallone Email Addresses
Steven Stallone Phone Numbers
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