Published by Global Banking & Finance Review®
Posted on August 21, 2025
2 min readLast updated: January 22, 2026
Add as preferred source on GoogleJPMorgan hires Max Barrett and Brad Epstein to boost its energy investment banking, focusing on mid-cap clients in natural resources.
(Fixes name in paragraph 2 to Max from Matt)
By David French
NEW YORK (Reuters) -JPMorgan Chase has hired two bankers to boost its investment banking capabilities for energy companies, including one which will help the bank focus on coverage of middle-market clients in the sector, per a memo seen by Reuters.
The bank is creating a new vertical within its mid-cap investment banking unit to cover natural resources, with Max Barrett joining to support and build relationships with companies providing services and equipment in the energy space, the memo said.
Brad Epstein is being hired within JPMorgan's natural resources investment banking coverage team, with a focus on serving companies in the midstream and downstream sectors.
A spokesperson for JPMorgan confirmed the contents of the memo, which was sent out by Global Co-Heads of Natural Resources Group Investment Banking Jonathan Cox, Jen Dooly and James Janoskey, and John Richert, the head of mid-cap investment banking at the bank.
Both Barrett and Epstein will be based in Houston, and are joining the bank as managing directors.
Barrett previously worked at TPH, the energy-focused investment banking arm of boutique adviser Perella Weinberg Partners, and also spent part of his career at private equity firm White Deer Energy.
Prior to joining JPMorgan, Epstein spent 13 years within Citigroup's energy investment bank, working with companies in midstream, downstream and refining, and renewable fuels. He has also worked at UBS and Citadel, the memo added.
(Reporting by David French in New York, Editing by Franklin Paul)
JPMorgan Chase has hired Max Barrett and Brad Epstein to boost its investment banking capabilities for energy companies.
Max Barrett will support coverage of middle-market companies, while Brad Epstein will focus on serving companies in the midstream and downstream sectors.
Both Barrett and Epstein will be based in Houston as managing directors within JPMorgan's investment banking team.
The new vertical within JPMorgan's mid-cap investment banking unit aims to cover natural resources more effectively.
Barrett previously worked at TPH and White Deer Energy, while Epstein spent 13 years at Citigroup's energy investment bank.
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