◈ Homepage — https://wealthpartners.jpmorgan.com/san-francisco-(mission-street)?y_source=1_MjgyMTE3NTEtNzE1LWxvY2F0aW9uLndlYnNpdGU%3DWe and our partners use cookies and other tools for advertising, to help stop fraud, and for other purposes. By using this site, you agree to how your information is used as outlined in our Privacy Policy. Skip to content CareersLogin Link to main website Services Our Advisors Perspectives About Us Contact Us Conduct a search Submit Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Learn about us Join our team See how we support our elite advisors Return to Nav J.P. MORGAN WEALTH MANAGEMENT San Francisco (Mission Street) Location information 560 Mission Street Suite 2400 San Francisco, CA 94105  Link Opens in New Tab (415) 772-2900 CONTACT US MEET OUR TEAMS AND ADVISORS Greg Desmond REGIONAL DIRECTOR [email protected] Our San Francisco advisors explore the values and goals of every client, to find out what’s most important to them, as well as any concerns they may have. With the key issues in focus, they’ll leverage the full range of wealth management resources at J.P. Morgan, worldwide, to find strategies tailored to meet your specific needs. Our ServicesTeams and AdvisorsInsightsAboutCareers Our Services Your advisor is your personal guide to the full range of J.P. Morgan's capabilities, providing a single point of access for managing your entire financial life. Wealth Planning We combine industry-leading analysis with individualized strategies to help you grow, protect and transfer your wealth by managing your taxes and cash flow. Investment Management We provide tailored portfolio management informed by J.P. Morgan’s proprietary data and research, helping you best allocate your assets and capitalize on emerging market trends. Banking Our dedicated banking specialists are experts at helping you simplify your finances, and our digital banking tools allow you to securely access and manage your money whenever you need to. Lending We offer a wide range of tailored lending options, including individualized credit strategies, securities-backed lending and personalized financing, backed by the strength of J.P. Morgan. San Francisco Teams The Kockos Boggs Group phone (800) 688-2327 [email protected] VIEW WEBSITE The OCB Group phone (415) 772-3123 [email protected] VIEW WEBSITE The PDI Group phone (800) 688-2327 VIEW WEBSITE AC Group phone (415) 772-2904 [email protected] VIEW WEBSITE Fred Decker phone (415) 772-2930 [email protected] VIEW WEBSITE Joshua Perkins phone (415) 315-8402 [email protected] VIEW WEBSITE CLICK TO EXPAND OR COLLAPSE CONTENT HIDE Melissa Conroy Whitney phone (415) 772-7526 [email protected] VIEW WEBSITE The Meyers Group phone (415) 315-7801 [email protected] VIEW WEBSITE Michelle Runyon phone (415) 772-2942 [email protected] VIEW WEBSITE Gary Raczkowski phone (415) 772-3083 [email protected] VIEW WEBSITE Arthur Feld phone (415) 772-3295 [email protected] VIEW WEBSITE John (Jack) Gallagher phone (415) 772-3126 [email protected] VIEW WEBSITE Stephen Wynne phone (415) 772-2901 [email protected] VIEW WEBSITE Danielle Lyons phone (415) 315-3980 [email protected] VIEW WEBSITE Koushik Gopineedi phone (415) 315-8331 [email protected] VIEW WEBSITE Alexander Bayer phone (415) 315-5815 [email protected] VIEW WEBSITE The Fiek Group phone (415) 772-2999 [email protected] VIEW WEBSITE Soja West Group phone (415) 296-3012 [email protected] VIEW WEBSITE MNR Private Wealth phone (415) 249-5731 VIEW WEBSITE Coastline Partners phone (415) 296-3779 VIEW WEBSITE Paul Donlon phone (415) 772-3049 VIEW WEBSITE Insights MARKETS AND ECONOMY Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026 May 11, 2026 J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast. READ NOW MARKETS AND ECONOMY How The Market’s Inflation Fears are Running Ahead of Reality May 8, 2026 As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming. READ NOW MARKETS AND ECONOMY Powell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting May 1, 2026 After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May. READ NOW LOAD MORE About Us At J.P. Morgan Wealth Management, we will work closely with you to understand your unique needs and create solutions designed to help you meet your financial goals. Our experienced advisors excel at tailoring individual portfolios utilizing J.P. Morgan’s robust investment capabilities. FIND AN ADVISOR Careers at J.P. Morgan Wealth Management San Francisco J.P. Morgan Wealth Management offers financial advisors the best of both worlds -- a boutique and a global powerhouse. As an advisor at J.P. Morgan, you would have access to award-winning teams across the firm, top-notch research and thought leadership – all backed by a fortress balance sheet. CONTACT US Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products.This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation.This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (JPMS). When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTEDJ.P. Morgan Chase Bank N.A., Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call. Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.Please read additional Important Information in conjunction with these pages. Wealth Advisors Services Our Advisors Perspectives About Us Careers Join Our Team Contact Us Connect With Us JPMorgan Chase JPMorgan Chase & Co J.P. Morgan Chase Important Information Statement of Financial Condition Safety of Customer Assets Order Routing Practices Sweep Option Yields Form ADV Disclosures and Privacy Notices Investment Managers Trading Away Practices Guide to Mutual Fund Investing Investing in Non-Traditional Funds Security Center E-delivery Awards Disclosures linkedin twitter facebook instagram youtube Privacy & Security Terms of Use Accessibility Cookies Policy Regulatory Disclosures © 2026 JPMorgan Chase & Co. All rights reserved. ◈ Interior Pages — 24 pages crawledThe Fiek Group | J.P. Morgan Wealth Advisors in San Francisco, CA Skip to content Careers Login Link to main website Close Open mobile menu Services Services Our Advisors Our Advisors Perspectives Perspectives About Us About Us Contact Us Contact Us Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Back Go back to main mobile menu Services Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Back Go back to main mobile menu Perspectives Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Learn about us Join our team See how we support our elite advisors Back Go back to main mobile menu About Us Learn about us Join our team See how we support our elite advisors Return to Nav "We offer a tax-sensitive approach to investing that is grounded in intensive customization. We believe clients appreciate the diligence and precision we bring to managing their financial affairs." The Fiek Group The Fiek Group "We offer a tax-sensitive approach to investing that is grounded in intensive customization. We believe clients appreciate the diligence and precision we bring to managing their financial affairs." Meet Our Team Connect with Us 560 Mission Street San Francisco , California 94105 (415) 772-2999 (415) 772-2999 [email protected] Awards About Us Team Insights Connect Click to expand or collapse content Navigate to... Awards About Us Team Insights Connect Awards and Industry Recognition Forbes Top Wealth Advisors Best-In State 2025 • 2024 • 2023 • 2022 • 2021 • 2020 America's Top Wealth Advisors 2019 Click here for important information regarding our Award Disclosures Audio Descriptive Off About The Fiek Group Welcome ㅤ Technology founders, entrepreneurs, and executives have busy lives and ambitious goals. My team and I help them regain time and enact a more purposeful approach to their wealth. With more than 30 years of experience, we offer a perspective that has been refined over numerous market cycles, allowing us to help wealth creators capitalize on the opportunities—and sidestep the potential pitfalls—that substantial wealth can pose. Clients come to see us as trusted resources who offer a perceptive understanding of their lives—personally and professionally. ㅤ The difference we offer Our client relationships are close-knit and long lasting. Clients look to us to orchestrate multiple facets of their wealth, including investments, planning, trust and estate services, banking and lending, and charitable giving. Our approach is distinguished by: Advising a limited number of clients, ensuring personalized attention, customization, and responsiveness. We collaborate effectively with clients' tax and legal intermediaries for clear communication on time-sensitive initiatives. We derive genuine joy from helping people live more satisfying and rewarding financial lives. ㅤ Our investment approach ㅤ We delve into each client's circumstances, designing bespoke portfolios reflecting their unique goals, timeframes, risk tolerance, and tax situation. We look to treat clients with the same level of diligence and care with which we manage our own financial affairs: Our fee-sensitive perspective is grounded in careful stewardship of client assets. View More View Less Meet Our Team Douglas Fiek Managing Director Wealth Partner phone (415) 772-2999 [email protected] View Profile Marcus Hirt Client Associate, Wealth Planner phone (415) 315-5612 [email protected] View Profile Specialist Resources Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex. Miranda Holmes Managing Director, Wealth Planner phone (415) 262-8930 [email protected] View Profile Stacy Allred Managing Director, Head of Family Engagement and Governance phone (425) 519-8891 [email protected] Anthony Monaco Executive Director, Product Management Director JPMA Investments & Advice phone (212) 622-3897 [email protected] View Profile Katarina Markovic Executive Director, Alternative Investments Specialist phone (213) 864-9117 [email protected] View Profile Family Wealth Services Managing family wealth is often complex and requires more than just sound financial counsel. We can facilitate introductions to our family wealth specialists who offer the following services: Family Engagement & Governance with financial literacy programs and research-based models to help educate family members, and help guide interactions Family Philanthropy to initiate and/or elevate your giving and create meaningful change Family Lifestyle with introductions to professionals in cybersecurity, bill pay, healthcare management, private aviation, staffing, education and more Outsourced Family Office for support with the management of the family's financial and administrative needs CONNECT WITH US Insights Markets and Economy Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026 May 11, 2026 J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast. Read Now Markets and Economy How The Market’s Inflation Fears are Running Ahead of Reality May 8, 2026 As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming. Read Now Markets and Economy Powell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting May 1, 2026 After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May. Read Now Markets and Economy How tech became everything to everyone May 1, 2026 From inflation worries to volatility spikes to the artificial intelligence (AI) buildout, investors keep leaning on tech. Earnings influence is becoming harder to ignore. Read Now Markets and Economy Why are stocks at record highs with no Iran resolution? April 24, 2026 Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond. Read Now Wealth Planning What is the wash sale rule? April 21, 2026 The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is. Read Now Retirement 3 ways to stay active while in retirement April 21, 2026 Staying active in retirement The Meyers Group | J.P. Morgan Wealth Advisors in San Francisco, CA Skip to content Careers Login Link to main website Close Open mobile menu Services Services Our Advisors Our Advisors Perspectives Perspectives About Us About Us Contact Us Contact Us Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Back Go back to main mobile menu Services Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Back Go back to main mobile menu Perspectives Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Learn about us Join our team See how we support our elite advisors Back Go back to main mobile menu About Us Learn about us Join our team See how we support our elite advisors Return to Nav "We help empower our clients financially so they can concentrate on what they do best." Wealth Partners The Meyers Group Wealth Partners The Meyers Group "We help empower our clients financially so they can concentrate on what they do best." Meet Our Team Connect with Us 560 Mission Street San Francisco , California 94105 (415) 315-7801 (415) 315-7801 [email protected] Awards About Us Team Insights Connect Click to expand or collapse content Navigate to... Awards About Us Team Insights Connect Awards and Industry Recognition Featured in Read More Forbes Top Women Wealth Advisors 2026 • 2025 • 2024 • 2023 • 2022 • 2021 • 2020 • 2019 • 2018 • 2017 Top Women Wealth Advisors Best-In-State 2026 • 2025 • 2024 • 2023 Top Wealth Management Teams Best-In-State 2026 • 2025 • 2024 Top Wealth Advisors Best-In-State 2025 • 2024 • 2023 • 2022 • 2021 • 2020 • 2019 America's Top Wealth Advisors 2025 • 2024 • 2023 • 2021 • 2020 • 2019 • 2018 • 2017 • 2016 Barron's Hall of Fame 2020 Top 50 Private Wealth Management Teams 2019 Top 100 Financial Advisors 2026 • 2025 • 2024 • 2023 • 2022 • 2020 • 2019 Top 1,200 Financial Advisors 2025 • 2024 • 2023 • 2022 • 2021 • 2020 • 2019 • 2018 Top 100 Women Financial Advisors 2025 • 2024 • 2023 • 2022 • 2021 • 2020 • 2019 • 2018 Top 250 Private Wealth Management Teams 2026 • 2025 • 2024 Top 1,500 Financial Advisors 2026 Working Mother Top Wealth Advisor Moms 2020 • 2019 • 2018 • 2017 Click here for important information regarding our Award Disclosures About The Meyers Group Welcome My team and I serve Silicon Valley founders, entrepreneurs and executives whose lives are immersed in growing their companies and pursuing new ideas. We help empower our clients financially so they can concentrate on what they do best. Our mission is straightforward—to deliver investment allocation strategies that seek to balance concentrated tech positions and buffer portfolios to help reduce downside risk. Our team is well versed in the intricacies of wealth management and creates tailored portfolios that are individualized for each client. Utilizing advanced analysis and simulation techniques, we help quantify various performance scenarios and model potential outcomes. We take a family office–style approach and are experienced in addressing a broad range of sophisticated financial needs, delivering strategies for the diversification of assets, tax minimization, estate planning and other long-term wealth management objectives. By partnering alongside clients' CPAs and other trusted consultants, we work to ensure that the totality of each financial picture is considered. And by leveraging the robust resources of J.P. Morgan, we provide concierge access to alternative investments, intellectual capital, day-to-day banking, residential and commercial mortgages, and art and private aircraft financing. View More View Less Meet Our Team Elaine Meyers Managing Director Wealth Partner phone (415) 315-7801 [email protected] View Profile Anna M. Ochoa Executive Director Wealth Advisor phone (212) 270-6914 [email protected] View Profile Alex Meyers Wealth Advisor phone (212) 270-3373 [email protected] View Profile Anne Hawley Vice President Business Management Specialist phone (415) 315-5124 [email protected] View Profile Frank DeBenedittis Executive Director Investment Associate phone (212) 622-6381 [email protected] View Profile Autumn Gonzalez Vice President Senior Client Associate phone (415) 315-5809 [email protected] View Profile Click to expand or collapse content Hide Franklin Ewesiobi Senior Client Associate phone (415) 315-6713 [email protected] View Profile Caitlin Chan Senior Client Associate phone (415) 772-2925 [email protected] View Profile Travis Leatherman Senior Client Associate phone (415) 305-9336 [email protected] View Profile Elie Bou Samra Senior Client Associate phone (415) 315-7948 [email protected] View Profile Christopher T. Ornelas Investment Associate phone (415) 296-3214 [email protected] View Profile Specialist Resources Our network of product and service specialists provide the specific capabilities and experience to address your wealth needs, no matter how complex. Miranda Holmes Managing Director, Wealth Planner phone (415) 262-8930 [email protected] View Profile Stacy Allred Managing Director, Head of Family Engagement and Governance phone (425) 519-8891 [email protected] View Profile The Meyers Group – Specialists in Tech Entrepreneurs Your focus has created opportunity – and complexity Being a creator takes intelligence, passion…and focus. But it may not leave you much time to think about questions such as: • What is your long-term vision for yourself, your family and your wealth? • How can you minimize taxes and keep more of what you earn? • Where do you want to create an impact in the community? • What's the best way to fund your next venture? • How can you prepare your children for the responsibilities of wealth? Wherever you want to go, a comprehensive plan and a skilled guide can help you get there. Addressing these important issues can give you even more freedom to focus on what you do best. CONNECT WITH US Personalized guidance begins with a conversation. Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals. (415) 315-7801 Disclosures Forbes/SHOOK Top Women Wealth Advisors: (02/04/26, data as of 09/30/25); (02/11/25, data as of 09/30/24); (02/08/24, data as of 09/30/23); (02/01/23, data as of 09/30/22); (02/04/22, data as of 09/30/21); (03/24/21, data as of 09/30/20); (04/21/20, data as of 09/30/19); (04/30/19, data as of 09/30/18); (05/01/18, data as of 09/30/17); (02/28/17, data as of 09/30/16). Ratings may not guarantee future success or resul Melissa Conroy Whitney | J.P. Morgan Wealth Advisors in San Francisco, CA Skip to content Careers Login Link to main website Close Open mobile menu Services Services Our Advisors Our Advisors Perspectives Perspectives About Us About Us Contact Us Contact Us Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Back Go back to main mobile menu Services Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Back Go back to main mobile menu Perspectives Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Learn about us Join our team See how we support our elite advisors Back Go back to main mobile menu About Us Learn about us Join our team See how we support our elite advisors Return to Nav "I strive to partner with my clients as they pursue growth while minimizing risk and providing service that goes above and beyond." Wealth Partners Melissa Conroy Whitney Wealth Partners Melissa Conroy Whitney "I strive to partner with my clients as they pursue growth while minimizing risk and providing service that goes above and beyond." Learn More Connect with Us 560 Mission Street San Francisco , California 94105 (415) 772-7526 (415) 772-7526 [email protected] Awards About Us Team Insights Connect Click to expand or collapse content Navigate to... Awards About Us Team Insights Connect About Melissa Conroy Whitney Welcome Having spent more than 20 years working exclusively with corporations, both public and private, I have developed a nuanced perspective on their unique challenges and needs. I strive to partner with my clients as they pursue growth while minimizing risk and providing service that goes above and beyond. View More View Less Learn More Melissa Conroy Whitney Managing Director Wealth Partner phone (415) 772-7526 [email protected] View Profile Joenah Norasing Investment Associate phone (415) 772-2920 [email protected] View Profile Eric Castillo Investment Associate phone (415) 772-2939 [email protected] View Profile Dino Marraccini Senior Client Associate phone (415) 315-5837 [email protected] View Profile Tennyson Zhu Senior Client Associate phone (415) 315-5130 [email protected] View Profile Insights Markets and Economy Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026 May 11, 2026 J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast. Read Now Markets and Economy How The Market’s Inflation Fears are Running Ahead of Reality May 8, 2026 As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming. Read Now Markets and Economy Powell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting May 1, 2026 After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May. Read Now Markets and Economy How tech became everything to everyone May 1, 2026 From inflation worries to volatility spikes to the artificial intelligence (AI) buildout, investors keep leaning on tech. Earnings influence is becoming harder to ignore. Read Now Markets and Economy Why are stocks at record highs with no Iran resolution? April 24, 2026 Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond. Read Now Wealth Planning What is the wash sale rule? April 21, 2026 The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is. Read Now Retirement 3 ways to stay active while in retirement April 21, 2026 Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement. Read Now Markets and Economy Emerging markets may offer more than meets the eye – selectivity matters April 17, 2026 Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class. Read Now Wealth Planning The art of making your estate plan matter: Using your superpower as a ‘wise giver’ April 15, 2026 Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much. Read Now Load More Markets and Economy Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026 May 11, 2026 J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast. Read Now Markets and Economy How The Market’s Inflation Fears are Running Ahead of Reality May 8, 2026 As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming. Read Now Markets and Economy Powell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting May 1, 2026 After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May. Read Now Markets and Economy How tech became everything to everyone May 1, 2026 From inflation worries to volatility spikes to the artificial intelligence (AI) buildout, investors keep leaning on tech. Earnings influence is becoming harder to ignore. Read Now Markets and Economy Why are stocks at record highs with no Iran resolution? April 24, 2026 Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond. Read Now Wealth Planning What is the wash sale rule? April 21, 2026 The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is. Read Now Retirement 3 ways to stay active while in retirement April 21, 2026 Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in c Arthur Feld | J.P. Morgan Wealth Advisors in San Francisco, CA Skip to content Careers Login Link to main website Close Open mobile menu Services Services Our Advisors Our Advisors Perspectives Perspectives About Us About Us Contact Us Contact Us Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Back Go back to main mobile menu Services Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Back Go back to main mobile menu Perspectives Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Learn about us Join our team See how we support our elite advisors Back Go back to main mobile menu About Us Learn about us Join our team See how we support our elite advisors Return to Nav "I serve the needs of high-net-worth individuals, money managers and institutions seeking to preserve capital and generate income." Arthur Feld Arthur Feld "I serve the needs of high-net-worth individuals, money managers and institutions seeking to preserve capital and generate income." Learn More Connect with Us 560 Mission Street San Francisco , California 94105 (415) 772-3295 (415) 772-3295 [email protected] Awards About Us Team Insights Connect Click to expand or collapse content Navigate to... Awards About Us Team Insights Connect About Arthur Feld Welcome As a deeply knowledgeable and trusted advisor focused on the fixed income sector for almost 40 years, I serve the needs of high-net-worth individuals, money managers and institutions seeking to preserve capital and generate income. Through fixed income investing and the development of tailored bond portfolios, I help to address my clients' objectives over the course of changing market cycles. Experienced advisory guidance The approach I take is conservative, placing emphasis on investment vehicles that help safeguard principal and provide tax efficiency to maximize income potential. My particular capabilities center on municipal bonds and structured portfolios. Having been a leading specialist in this area for decades, I have in depth knowledge of bond markets as well as direct access to the experience and research of J.P. Morgan to provide individuals with investments that help care for their specific goals. I believe each individual should be engaged in the advisory process and I devote the time and effort to simplify and help clarify investment decisions. My clients find me dependable and easy to work with and many have been with me for decades. My greatest satisfaction is derived from the close and meaningful relationships I have built with clients over the years. I take pride in knowing that I have helped them sustain the wealth they worked to build. Investment Approach I have worked closely with high-net-worth individuals and institutions for almost 40 years. Throughout an ever-changing financial landscape and market volatility, my concentration has remained the same—investing in fixed income markets to protect principal and build wealth. A focus on preservation of capital For the majority of my clients, preservation of capital is paramount and a primary objective. Most of the individuals I work with have significant assets, and are interested in investments that ensure a return of capital while generating a tax-free income stream. Delivering personalized customer service Drawing on my deep understanding of the complexities of the bond markets and significant experience in this area, I consult closely with each of my clients to find out what their specific financial needs and goals are in order to devise the appropriate strategies for them. Fixed income instruments are tailored to help achieve each client's objectives from a diversified portfolio of bonds and in a conservative risk management manner. I offer dedicated attention and responsiveness to my clients, walking them through the advisory process to help them understand investment decisions, regularly monitoring their accounts and offering insight and advice throughout their lives. I believe that this personalized focus on safeguarding and growing capital is integral to helping clients care for what they have worked so hard to build. A conservative investment approach My steadfast commitment to enhance and protect each client's principal is at the core of every strategy created. The process I use is conservative, with a particular focus on municipal and corporate bonds, and structured portfolios. When purchasing instruments, I look for the appropriate risk and reward opportunities for each of my clients, as every individual has differing needs. I buy bonds of only the highest quality—high yield and junk bonds do not play a role in these portfolios. Backed by an industry leader Through the world-class insights of J.P. Morgan, I have direct access to fundamental and quantitative research, which enables me to promptly and consistently capitalize on market inefficiencies as they arise. I am proud to draw upon the professional capabilities and investment platform of J.P. Morgan, a global leader in asset and wealth management. My clients benefit from boutique-level and high-touch assistance combined with access to the resources of one of the largest and most respected financial firms in the world. View More View Less Learn More Arthur Feld Managing Director Wealth Partner phone (415) 772-3295 [email protected] View Profile Insights Markets and Economy Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026 May 11, 2026 J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast. Read Now Markets and Economy How The Market’s Inflation Fears are Running Ahead of Reality May 8, 2026 As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming. Read Now Markets and Economy Powell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting May 1, 2026 After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May. Read Now Markets and Economy How tech became everything to everyone May 1, 2026 From inflation worries to volatility spikes to the artificial intelligence (AI) buildout, investors keep leaning on tech. Earnings influence is becoming harder to ignore. Read Now Markets and Economy Why are stocks at record highs with no Iran resolution? April 24, 2026 Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, glo MNR Private Wealth | J.P. Morgan Wealth Advisors in San Francisco, CA Skip to content Careers Login Link to main website Close Open mobile menu Services Services Our Advisors Our Advisors Perspectives Perspectives About Us About Us Contact Us Contact Us Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Back Go back to main mobile menu Services Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Back Go back to main mobile menu Perspectives Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Learn about us Join our team See how we support our elite advisors Back Go back to main mobile menu About Us Learn about us Join our team See how we support our elite advisors Return to Nav Wealth Partners MNR Private Wealth Wealth Partners MNR Private Wealth Meet Our Team Connect with Us 560 Mission Street Floor 24 San Francisco , California 94105 (415) 249-5731 3825 PGA Blvd Floor 08 Palm Beach Gardens , FL 33410 (561) 401-4161 (415) 249-5731 (561) 401-4161 Awards About Us Team Insights Connect Click to expand or collapse content Navigate to... Awards About Us Team Insights Connect About MNR Private Wealth Welcome ㅤ MNR Private Wealth has a national presence serving entrepreneurs, multi-generational families, real estate investors, business owners, and corporate executives from its California and Florida offices. ㅤ Our team of seasoned professionals builds long-term relationships grounded in providing customized strategies and a family office experience designed to anticipate and meet client needs. At MNR Private Wealth, we understand the complexities and intricacies involved in managing and optimizing the entire balance sheet. As such, we provide strategic guidance in pre-liquidity planning, estate and wealth transfer planning, family governance, philanthropic planning, banking and lending, risk mitigation, and investment management. Our team has deep experience in building and managing customized portfolios designed to meet specific objectives. The portfolios can access public and private markets and are managed in a tax-efficient manner designed to maximize return and mitigate risk. As advisors, we work closely with our clients' tax and legal providers to ensure a collegial and highly coordinated wealth management experience. In addition, we leverage the robust resources of J.P. Morgan to provide access to such things as day-to-day banking, custom credit, alternative investments, and investment banking. Our approach is designed to meet clients where they currently are and enable them to optimize their balance sheet in an effort to move forward. View More View Less Meet Our Team Charles Rodgers Executive Director Wealth Advisor phone (561) 401-4161 [email protected] View Profile Laurel Norris Executive Director Wealth Advisor phone (415) 249-5732 [email protected] View Profile Michael Morrone Executive Director Wealth Advisor phone (415) 249-5731 [email protected] View Profile Seamus McElearney Investment Associate phone (415) 249-5735 [email protected] View Profile Lene Thompson Client Associate phone (415) 249-5734 [email protected] View Profile Lili Jeffers Client Associate [email protected] View Profile Specialist Resources Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex. Miranda Holmes Managing Director, Wealth Planner phone (415) 262-8930 [email protected] View Profile Sean O. Flynn Managing Director, Head of Alternatives, U.S. Wealth Management phone (212) 464-5601 [email protected] Stacy Allred Managing Director, Head of Family Engagement and Governance phone (425) 519-8891 [email protected] View Profile Alternative Investments Market conditions have evolved. As a result, we believe that private markets may present opportunities that differ from those in the public markets. They can offer the potential to: Enhance the diversification of your portfolio; Implement strategies which seek to enhance returns; And help you access a broader range of investment opportunities. For these reasons and more, alternative investments can be central to how we serve clients. We believe alternatives are worth considering in many investors' portfolios. Because alternative investments can be complex, they require an in-depth understanding to evaluate. Our team draws on the strength of our alternative investments platform to help us identify potential investment opportunities for our clients. Let's start a conversation if you're interested in learning more. Insights Markets and Economy Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026 May 11, 2026 J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast. Read Now Markets and Economy How The Market’s Inflation Fears are Running Ahead of Reality May 8, 2026 As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming. Read Now Markets and Economy Powell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting May 1, 2026 After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May. Read Now Markets and Economy How tech became everything to everyone May 1, 2026 From inflation worries to volatility spikes to the artificial intelligence (AI) buildout, investors keep leaning on tech. Earnings influence is becoming harder to ignore. Read Now Markets and Economy Why are stocks at record highs with no Iran resolution? April 24, 2026 Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond. Read Now Wealth Planning What is the wash sale rule? April 21, 2026 The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is. Read Now Retirement 3 ways to stay active while in retirement April 21, 2026 Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement. Read Now Markets and Economy Emerging markets may offer more than meets the eye – selectivity matters April 17, 2026 Beneath broad mar Alexander Bayer | J.P. Morgan Wealth Advisors in San Francisco, CA Skip to content Careers Login Link to main website Close Open mobile menu Services Services Our Advisors Our Advisors Perspectives Perspectives About Us About Us Contact Us Contact Us Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Back Go back to main mobile menu Services Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Back Go back to main mobile menu Perspectives Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Learn about us Join our team See how we support our elite advisors Back Go back to main mobile menu About Us Learn about us Join our team See how we support our elite advisors Return to Nav Alexander Bayer Alexander Bayer Meet Our Team Connect with Us 560 Mission Street San Francisco , California 94105 (415) 315-5815 (415) 315-5815 [email protected] Awards About Us Team Insights Connect Click to expand or collapse content Navigate to... Awards About Us Team Insights Connect About Alexander Bayer Tailored strategies to address your wealth planning goals. I work with upper-echelon faculty like you—prominent members of leading academic institutions throughout the country. You may require guidance on how to navigate the complexities of investing in a small business or limited partnership that could benefit from professional management, or diversification strategies for royalties from research publications and books. My understanding of the highly competitive nature, lifestyle and income nuances of your world sets me apart from most advisors. My process begins with listening to you describe your goals and longer-term wealth desires, and then I create tailored recommendations to help address your particular wealth planning needs. I deliver the intellectual strength of J.P. Morgan's thought leadership combined with its holistic balance sheet approach to protecting and growing your wealth. I offer a range of scenarios to address your total advisory relationship, including trust and estate planning, tax mitigation, credit, lending and a range of equity and fixed income investments such as tax-advantaged municipal bonds. View More View Less Meet Our Team Alexander Bayer Wealth Advisor phone (415) 315-5815 [email protected] View Profile Insights Markets and Economy Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026 May 11, 2026 J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast. Read Now Markets and Economy How The Market’s Inflation Fears are Running Ahead of Reality May 8, 2026 As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming. Read Now Markets and Economy Powell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting May 1, 2026 After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May. Read Now Markets and Economy How tech became everything to everyone May 1, 2026 From inflation worries to volatility spikes to the artificial intelligence (AI) buildout, investors keep leaning on tech. Earnings influence is becoming harder to ignore. Read Now Markets and Economy Why are stocks at record highs with no Iran resolution? April 24, 2026 Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond. Read Now Wealth Planning What is the wash sale rule? April 21, 2026 The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is. Read Now Retirement 3 ways to stay active while in retirement April 21, 2026 Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement. Read Now Markets and Economy Emerging markets may offer more than meets the eye – selectivity matters April 17, 2026 Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class. Read Now Wealth Planning The art of making your estate plan matter: Using your superpower as a ‘wise giver’ April 15, 2026 Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much. Read Now Load More Markets and Economy Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026 May 11, 2026 J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast. Read Now Markets and Economy How The Market’s Inflation Fears are Running Ahead of Reality May 8, 2026 As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming. Read Now Markets and Economy Powell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting May 1, 2026 After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May. Read Now Markets and Economy How tech became everything to everyone May 1, 2026 From inflation worries to volatility spikes to the artificial intelligence (AI) buildout, investors keep leaning on tech. Earnings influence is becoming harder to ignore. Read Now Markets and Economy Why are stocks at record highs with no Iran resolution? April 24, 2026 Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond. Read Now Wealth Planning What is the wash sale rule? April 21, 2026 The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is. Read Now Retirement 3 ways to stay active while in retirement April 21, 2026 Staying active in retirement is important. He J.P. Morgan Wealth Management | San Francisco, CA Skip to content Careers Login Link to main website Toggle answers search Close Open mobile menu Services Services Our Advisors Our Advisors Perspectives Perspectives About Us About Us Contact Us Contact Us Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Back Go back to main mobile menu Services Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Back Go back to main mobile menu Perspectives Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Learn about us Join our team See how we support our elite advisors Back Go back to main mobile menu About Us Learn about us Join our team See how we support our elite advisors Return to Nav J.P. Morgan Wealth Management San Francisco (Mission Street) Location information 560 Mission Street Suite 2400 San Francisco , CA 94105 (415) 772-2900 CONTACT US Meet our teams and advisors Greg Desmond Regional Director [email protected] Our San Francisco advisors explore the values and goals of every client, to find out what’s most important to them, as well as any concerns they may have. With the key issues in focus, they’ll leverage the full range of wealth management resources at J.P. Morgan, worldwide, to find strategies tailored to meet your specific needs. Our Services Community Teams and Advisors Insights About Careers Click to expand or collapse content Navigate to... Our Services Community Teams and Advisors Insights About Careers Our Services Your advisor is your personal guide to the full range of J.P. Morgan's capabilities, providing a single point of access for managing your entire financial life. Wealth Planning We combine industry-leading analysis with individualized strategies to help you grow, protect and transfer your wealth by managing your taxes and cash flow. Investment Management We provide tailored portfolio management informed by J.P. Morgan’s proprietary data and research, helping you best allocate your assets and capitalize on emerging market trends. Banking Our dedicated banking specialists are experts at helping you simplify your finances, and our digital banking tools allow you to securely access and manage your money whenever you need to. Lending We offer a wide range of tailored lending options, including individualized credit strategies, securities-backed lending and personalized financing, backed by the strength of J.P. Morgan. San Francisco Teams The Kockos Boggs Group phone (800) 688-2327 [email protected] View Website The OCB Group phone (415) 772-3123 [email protected] View Website The PDI Group phone (800) 688-2327 View Website AC Group phone (415) 772-2904 [email protected] View Website Fred Decker phone (415) 772-2930 [email protected] View Website Joshua Perkins phone (415) 315-8402 [email protected] View Website Click to expand or collapse content Hide Melissa Conroy Whitney phone (415) 772-7526 [email protected] View Website The Meyers Group phone (415) 315-7801 [email protected] View Website Michelle Runyon phone (415) 772-2942 [email protected] View Website Gary Raczkowski phone (415) 772-3083 [email protected] View Website Arthur Feld phone (415) 772-3295 [email protected] View Website John (Jack) Gallagher phone (415) 772-3126 [email protected] View Website Stephen Wynne phone (415) 772-2901 [email protected] View Website Danielle Lyons phone (415) 315-3980 [email protected] View Website Koushik Gopineedi phone (415) 315-8331 [email protected] View Website Alexander Bayer phone (415) 315-5815 [email protected] View Website The Fiek Group phone (415) 772-2999 [email protected] View Website Soja West Group phone (415) 296-3012 [email protected] View Website MNR Private Wealth phone (415) 249-5731 View Website Coastline Partners phone (415) 296-3779 View Website Paul Donlon phone (415) 772-3049 View Website Insights Markets and Economy Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026 May 11, 2026 J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast. Read Now Markets and Economy How The Market’s Inflation Fears are Running Ahead of Reality May 8, 2026 As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming. Read Now Markets and Economy Powell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting May 1, 2026 After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May. Read Now Markets and Economy How tech became everything to everyone May 1, 2026 From inflation worries to volatility spikes to the artificial intelligence (AI) buildout, investors keep leaning on tech. Earnings influence is becoming harder to ignore. Read Now Markets and Economy Why are stocks at record highs with no Iran resolution? April 24, 2026 Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond. Read Now Wealth Planning What is the wash sale rule? April 21, 2026 The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is. Read Now Retirement 3 ways to stay active while in retirement April 21, 2026 Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement. Read Now Markets and Economy Emerging markets may offer more than meets the eye – selectivity matters April 17, 2026 Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class. Read Now Wealth Planning The art of making your estate plan matter: Using your superpower as a ‘wise giver’ April 15, 2026 Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much. Read Now Load More Markets and Economy Oil shocks, inflation and the Koushik Gopineedi in San Francisco, CA | 560 Mission St Skip to content Careers Login Link to main website Close Open mobile menu Services Services Our Advisors Our Advisors Perspectives Perspectives About Us About Us Contact Us Contact Us Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Back Go back to main mobile menu Services Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Back Go back to main mobile menu Perspectives Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Learn about us Join our team See how we support our elite advisors Back Go back to main mobile menu About Us Learn about us Join our team See how we support our elite advisors Return to Nav "I help business owners, entrepreneurs, founders and nonprofit organizations plan for their retirement journeys, enhancing their organizational success." Koushik Gopineedi Koushik Gopineedi "I help business owners, entrepreneurs, founders and nonprofit organizations plan for their retirement journeys, enhancing their organizational success." Learn More 560 Mission St San Francisco , California 94105 (415) 315-8331 (415) 315-8331 [email protected] Awards About Us Team Insights Connect Click to expand or collapse content Navigate to... Awards About Us Team Insights Connect Welcome ㅤ Retirement planning is a fundamental aspect of organizational success, because it allows owners, founders, entrepreneurs and nonprofits to retain and incentivize their human capital. My team and I work closely with clients from the Bay Area and beyond, helping them establish or refine their retirement plans. I also consult to business owners directly, helping them optimize their compensation, capitalize on potential tax savings, transfer wealth to the next generation, structure their business for a possible sale, and explore a potential exit.ㅤ Within J.P. Morgan, I am one of a select group of Advisors who holds the Accredited Investment Fiduciary^®^ certification, a prerequisite for retirement-plan consulting. Wealth Advisors at the firm regularly look to me to lead retirement plan design and administration for their clients. I bring insight and enthusiasm to my work, helping business owners and institutions create a more reliable pathway to long-term financial security for themselves and their employees. Excellence in planning and execution Look to me as the architect of your defined benefit, 401(k) and 403(b) plans. If you are a business owner or founder, I can also help you organize and deploy your wealth more strategically. Here are a few of the ways I can add ease and convenience to your financial affairs: > Discovery and discussion. I take the time to learn about your needs—what you want to accomplish in your business, key employees you want to retain, complementary services that can make your retirement plans more attractive, and fiduciary support in monitoring your plan menu and costs. > Investment selection. Integrating the award-winning research of J.P. Morgan, I can help you design thoughtful investment menus that address the needs of your employees, seeing them "to and through" a dignified retirement. I help employees pursue strong investment performance while evaluating the contributions of active and passive investments in each asset class. > Executive team services. I meet one-on-one with members of your executive team, putting the structures in place to help them grow and transfer their wealth more effectively. From tax-sensitive investing and wealth planning to banking and lending, I support your team in advancing a more cohesive perspective on their financial affairs. > Single point of contact. As the leader of your retirement plan services, I look to relieve any burdens associated with plan design, roll-out and administration. Working directly with your HR professional, I coordinate payroll transmission, matches, safe harbors, and third-party administration. You can reach me at any time, and I will follow through on your needs directly. > On-site visits. I believe strongly in the value of face-to-face contact. You can rely on me to be a regular presence within your organization. I am passionate about educating people about their options and the wisdom of starting early on their retirement journeys. I enjoy learning about the differentiated needs of your organization, catering to those priorities through tailored advice. > Employee wellness. Today's employees often look for more than traditional retirement offerings. I can help you design your plan to appeal to a broad employee base, offering ideas to retain younger workers, as well as the more senior members of your workforce. I support your employees in navigating strategies for their equity compensation in both public and private businesses. I also look to bolster participation by employees from diverse financial backgrounds, helping them optimize their contributions. > Industry trends. Retirement legislation changes frequently. I stay on top of trends in the industry through professional education and ongoing reading and research. Forward looking, I help you take concerted action to anticipate and respond to evolving requirements that can impact you and your employees. I welcome the chance to learn more about your retirement needs. Please contact me directly. View More View Less Learn More Koushik Gopineedi Wealth Advisor phone (415) 315-8331 [email protected] View Profile Carl Johnson Vice President, Retirement Plan Consultatnt phone (917) 204-2164 [email protected] View Profile Linda E. Moran Vice President, Wealth Management Banking Sales Specialist phone (415) 315-5830 [email protected] View Profile Miranda Holmes Managing Director, Wealth Planner phone (415) 262-8930 [email protected] View Profile Markets and Economy Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026 May 11, 2026 J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast. Read Now Markets and Economy How The Market’s Inflation Fears are Running Ahead of Reality May 8, 2026 As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming. Read Now Markets and Economy Powell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting May 1, 2026 After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a g Stephen Wynne | J.P. Morgan Wealth Advisors in San Francisco, CA Skip to content Careers Login Link to main website Close Open mobile menu Services Services Our Advisors Our Advisors Perspectives Perspectives About Us About Us Contact Us Contact Us Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Back Go back to main mobile menu Services Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Back Go back to main mobile menu Perspectives Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Learn about us Join our team See how we support our elite advisors Back Go back to main mobile menu About Us Learn about us Join our team See how we support our elite advisors Return to Nav "I have an intuitive approach, garnered from years of experience on the institutional side of the business, which has helped identify opportunities while navigating the complexities of the financial landscape." Stephen Wynne Stephen Wynne "I have an intuitive approach, garnered from years of experience on the institutional side of the business, which has helped identify opportunities while navigating the complexities of the financial landscape." Learn More Connect with Us 560 Mission Street San Francisco , California 94105 (415) 772-2901 (800) 688-2327 (415) 772-2901 (800) 688-2327 [email protected] Awards About Us Team Insights Connect Click to expand or collapse content Navigate to... Awards About Us Team Insights Connect About Stephen Wynne Welcome Stephen Wynne brings over 20 years of financial services experience to J.P. Morgan Wealth Management. He and his team manage relationships for a range of clients, including high-net-worth individuals, entrepreneurs, corporate executives, retirees, foundations and other institutions. His intuitive approach is garnered from years of experience on the institutional side of the business. His industry knowledge and financial experience have helped him identify opportunities while navigating the complexities of the financial landscape. Stephen began his career in 1996 as an Equity Trader with Robertson Stephens, and subsequently became an Institutional Salesperson with JMP Securities and Citigroup. He joined J.P. Morgan's Institutional Sales Team in 2011, and then moved to the wealth management division with J.P. Morgan Wealth Management in 2013. Stephen graduated from the University of California at Santa Barbara with a Bachelor of Arts in Political Science. 560 Mission Street, Suite 2400 San Francisco, CA 94105 Phone: 415.772.2901 Toll-free: 800.688.2327 View More View Less Learn More Stephen Wynne Executive Director Wealth Advisor phone (415) 772-2901 [email protected] View Profile Specialist Resources Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex. Adam Frank Managing Director, Head of Wealth Planning and Advice phone (212) 272-1543 [email protected] View Profile Alpa Patel Vitale Managing Director, West Coast Lead, Wealth Planning and Advice phone (415) 315-7823 [email protected] View Profile Insights Markets and Economy Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026 May 11, 2026 J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast. Read Now Markets and Economy How The Market’s Inflation Fears are Running Ahead of Reality May 8, 2026 As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming. Read Now Markets and Economy Powell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting May 1, 2026 After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May. Read Now Markets and Economy How tech became everything to everyone May 1, 2026 From inflation worries to volatility spikes to the artificial intelligence (AI) buildout, investors keep leaning on tech. Earnings influence is becoming harder to ignore. Read Now Markets and Economy Why are stocks at record highs with no Iran resolution? April 24, 2026 Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond. Read Now Wealth Planning What is the wash sale rule? April 21, 2026 The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is. Read Now Retirement 3 ways to stay active while in retirement April 21, 2026 Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement. Read Now Markets and Economy Emerging markets may offer more than meets the eye – selectivity matters April 17, 2026 Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class. Read Now Wealth Planning The art of making your estate plan matter: Using your superpower as a ‘wise giver’ April 15, 2026 Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much. Read Now Load More Markets and Economy Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026 May 11, 2026 J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast. Read Now Markets and Economy How The Market’s Inflation Fears are Running Ahead of Reality May 8, 2026 As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming. Read Now Markets and Economy Powell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting May 1, 2026 After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May. Read Now Markets and Economy How tech became everything to eve Michelle Runyon | J.P. Morgan Wealth Advisors in San Francisco, CA Skip to content Careers Login Link to main website Close Open mobile menu Services Services Our Advisors Our Advisors Perspectives Perspectives About Us About Us Contact Us Contact Us Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Back Go back to main mobile menu Services Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Back Go back to main mobile menu Perspectives Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Learn about us Join our team See how we support our elite advisors Back Go back to main mobile menu About Us Learn about us Join our team See how we support our elite advisors Return to Nav "I advise a limited number of clients by design, serving them with the intensity and proactivity I would want for my own family." Wealth Partners Michelle Runyon Wealth Partners Michelle Runyon "I advise a limited number of clients by design, serving them with the intensity and proactivity I would want for my own family." Learn More Connect with Us 560 Mission Street San Francisco , California 94105 (415) 772-2942 (415) 772-2942 [email protected] Awards About Us Team Insights Connect Click to expand or collapse content Navigate to... Awards About Us Team Insights Connect About Michelle Runyon Welcome Busy entrepreneurs, senior executives and multigenerational families look to me to help them regain time in their lives, knowing their financial affairs are in capable hands. I have worked in wealth management for more than 25 years, so I offer practical wisdom grounded in direct experience. The individuals and families I advise rely on me to be their trusted partner and thoughtful guide— expectations I'm proud to uphold through the quality of my work. I invite you to learn about the ways I differentiate my approach and the legacy of trust I have built over time with the close circle of clients in my care. An ambitious vision When clients engage my advice, I help them enact their vision of a life-well-lived—as they define it. Together, we integrate all aspects of their finances, encompassing their families, careers and long-term goals. I am always looking at ways we can enhance a client's situation, drawing on my decades of experience in investing, trust services and wealth transfer. Collaborative by nature, I work well with a client's tax and legal advisors to oversee sustained momentum on shared initiatives. Clients look to me for the focused attention they would receive from a family office, marked by the same level of intimacy and understanding. Here are a few of the ways I look to create an exceptional client experience: A portfolio that is your own. Your cash-flow needs, risk tolerance, tax situation and time horizon are distinctive. That is why I take the time to design a singular portfolio for each client. Everything I do is bespoke, integrating both traditional and alternative investments to pursue your objectives and capitalize on a wide opportunity set. Complex currents in your wealth. When your wealth takes on a certain scale, it can be time consuming to manage. I help people who have complex financial lives gain time and capacity. Whether you are selling a business, managing a concentrated position, reducing your taxable estate, passing wealth to the next generation or have another pressing need, I can help you resolve those issues. I've advised successful families for many years, so I'm closely attuned to the best practices for peer clientele. Market intelligence. I nvestment markets are always changing. While we can't control their direction, we can take active steps to anticipate what is ahead, gaining insights from high-quality research. I stay closely attuned to market movements, helping clients maintain reliable cash flow during volatile market periods and overseeing a disciplined, diversified approach. Fiduciary background . I spent the first twelve years of my career with Northern Trust and U.S. Trust. This exposure has heightened my ability to integrate trust and estate planning services within a client's wealth framework. I take the time to make sure that clients have created—or revisited—their fiduciary plans, working closely with their estate planning attorneys to enact tax-sensitive strategies. I also mentor the next generation, helping them embrace the habits and mindsets of sound stewardship. A closeness sustained by trust. When we speak, you'll know that I am wholly focused on your needs. An attentive listener, I pay attention to what matters to you, and I execute on your priorities. Many of my client relationships have spanned more than 25 years and include several generations of a single family. This trust is emblematic of the close affinity I share with my clients, inspiring me to bring my best work to you, every day View More View Less Learn More Michelle Runyon Executive Director Wealth Partner phone (415) 772-2942 [email protected] View Profile Specialist Resources Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex. Miranda Holmes Managing Director, Wealth Planner phone (415) 262-8930 [email protected] View Profile Elizabeth Nam Managing Director, Family Engagement and Governance phone (415) 315-5935 [email protected] View Profile Adeel Ganju Vice President, Lending Specialist [email protected] View Profile Alternative Investments Market conditions have evolved. As a result, we believe that private markets may present opportunities that differ from those in the public markets. They can offer the potential to: Enhance the diversification of your portfolio; Implement strategies which seek to enhance returns; And help you access a broader range of investment opportunities. For these reasons and more, alternative investments can be central to how we serve clients. We believe alternatives are worth considering in many investors' portfolios. Because alternative investments can be complex, they require an in-depth understanding to evaluate. Our team draws on the strength of our alternative investments platform to help us identify potential investment opportunities for our clients. Let's start a conversation if you're interested in learning more. Insights Markets and Economy Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026 May 11, 2026 J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast. Read Now Marke Soja West Group | J.P. Morgan Wealth Advisors in San Francisco, CA Skip to content Careers Login Link to main website Close Open mobile menu Services Services Our Advisors Our Advisors Perspectives Perspectives About Us About Us Contact Us Contact Us Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Back Go back to main mobile menu Services Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Back Go back to main mobile menu Perspectives Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Learn about us Join our team See how we support our elite advisors Back Go back to main mobile menu About Us Learn about us Join our team See how we support our elite advisors Return to Nav "Clients from varied paths look to us for guidance. Many are company founders, entrepreneurs, senior executives, and private investors. Others have charted a different path to wealth—or are now enjoying retirement. Whatever a client's background, we look to honor their intentions, supporting their financial and social capital so they can derive greater satisfaction from their wealth—as they define it." Wealth Partners Soja West Group Wealth Partners Soja West Group "Clients from varied paths look to us for guidance. Many are company founders, entrepreneurs, senior executives, and private investors. Others have charted a different path to wealth—or are now enjoying retirement. Whatever a client's background, we look to honor their intentions, supporting their financial and social capital so they can derive greater satisfaction from their wealth—as they define it." Meet Our Team Connect with Us 560 Mission Street San Francisco , California 94105 (415) 296-3012 1230 Avenue of the Americas New York , NY 10036 (415) 296-3012 [email protected] Awards About Us Team Insights Connect Click to expand or collapse content Navigate to... Awards About Us Team Insights Connect Awards and Industry Recognition Barron's Top 1,200 Financial Advisors 2025 • 2024 • 2023 • 2022 • 2021 Top 1,500 Financial Advisors 2026 Forbes America's Top Wealth Advisors 2019 Top Wealth Advisors Best-In-State 2025 • 2024 • 2023 • 2022 • 2021 • 2020 • 2018 Top Wealth Management Teams Best-In-State 2026 • 2025 • 2024 Click here for important information regarding our Award Disclosures Audio Descriptive Off About Soja West Group Welcome ㅤ A committed mindset At The Soja West Group, we understand the priorities of our clients. We have advised an accomplished clientele for more than three decades, so we appreciate the intricacies of their lives and wealth. We're proud of our team, our record of consistent service, and the steady principles that guide our work. Here are a few of the ways we differentiate our approach: >> We understand what makes you distinctive. The clients we advise often share similar goals—preserving wealth across generations, establishing long-term legacies, and finding fulfillment personally and professionally. The nuances of each person's situation, however, are different. We take the time to identify those distinctions, incorporating that analysis into our direction and advice. >> We ask the right questions. We welcome open dialogue, believing it is the best way to arrive at meaningful discussions and spark new ideas. We also help clients identify the issues they may not know to raise, resulting in a smoother path to their objectives. >> We work hard to make your financial life easy. We ground our efforts in intensity and responsiveness, so that you can find greater poise in your financial affairs. We also work well with the other members of your team, such as your accountant and attorney, sustaining steady momentum on long-term initiatives. ㅤ A closeness that is difficult to replicate The clients we advise offer us something priceless: their trust. We safeguard the preciousness of that relationship, stewarding their wealth with the integrity and honor we would want for our own families. We recognize that clients have worked hard to obtain their wealth. We strive to exceed expectations, demonstrating our care for each person or family through our actions: A perspective honed over multiple market cycles. Our team leaders, Steve Soja and Lauren West, offer knowledge and insight that have been shaped over varied investment environments. We believe in the value of market discipline and a long-term perspective, offering a rational and calm presence in the midst of volatility. An emphasis on planning. When we meet clients, we inquire about the purpose of their wealth—their ambitions, aspirations, passions and concerns. We encourage clients to consider what their wealth can do for them, following through on their vision and helping them capitalize on a wide range of resources at their disposal. A profound desire to serve. Service is so important to us that we have invested deeply in our team, building capacity so that you and your loved ones receive the attentive treatment you deserve. You know when you are well served. We are confident that our service team fosters the kind of client experience that cements long-term relationships. ㅤ A single source for sophisticated needs Throughout our history, our team has focused on the needs of ultra-high-net-worth clients. For these relationships, we believe we can add the most value, walking with clients through significant inflection points in their businesses, family dynamics, and personal achievements. We serve as a single gateway for wide ranging financial needs. Our perseverance in tracking down answers is matched by our ability to integrate these offerings in an efficient and transparent manner. Clients from varied paths look to us for guidance. Many are company founders, entrepreneurs, senior executives, and private investors. Others have charted a different path to wealth—or are now enjoying retirement. Whatever a client's background, we look to honor their intentions, supporting their financial and social capital so they can derive greater satisfaction from their wealth—as they define it. Here are a few of the ways we add value to ultra-high-net-worth individuals and families: Financial planning Tailored investment management, with access to private and alternative investments Family engagement and governance Trust and estate advisory Philanthropic services Customized lending Corporate executive services Please reach out to any of our team members for a discussion of your needs and our ability to assist you and the people and causes you value. View More View Less Meet Our Team Steve Soja Managing Director Wealth Partner phone (415) 296-3012 [email protected] Vie Danielle Lyons | J.P. Morgan Wealth Advisors in San Francisco, CA Skip to content Careers Login Link to main website Close Open mobile menu Services Services Our Advisors Our Advisors Perspectives Perspectives About Us About Us Contact Us Contact Us Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Back Go back to main mobile menu Services Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Back Go back to main mobile menu Perspectives Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Learn about us Join our team See how we support our elite advisors Back Go back to main mobile menu About Us Learn about us Join our team See how we support our elite advisors Return to Nav Danielle Lyons Danielle Lyons Meet Our Team Connect with Us 560 Mission Street San Francisco , California 94105 (415) 315-3980 (415) 315-3980 [email protected] Awards About Us Team Insights Connect Click to expand or collapse content Navigate to... Awards About Us Team Insights Connect About Danielle Lyons Danielle Lyons is a Vice President and Wealth Advisor with J.P. Morgan Wealth Management. Bringing many years of experience in the financial services industry, Danielle serves founders, entrepreneurs and members of the technology and venture capital communities in the San Francisco Bay Area who seek a trusted partner and sounding board to guide them along their wealth management journey. She consults with the firm's MHLL Group in the Boston office, deploying her background with restricted stock and 10b5-1 plans to advise their senior management technology clients. Danielle's strength lies in her high emotional intelligence (EQ), which underpins her grasp of each client's personal and financial needs so she may develop a deep personal relationship with them. Her holistic approach is grounded in hands-on experience as an equity trader, providing insight into the movements of the capital markets that inform her portfolio recommendations. Danielle leverages J.P. Morgan's array of wealth management strategies and specialists to address the particular needs of her clients and help them achieve their goals. She maintains a critical relationship with their CPAs and outside advisors to simplify complex financial needs. Prior to joining the firm, Danielle was with Credit Suisse and its predecessor firm, Donaldson, Lufkin & Jenrette, where she worked in both wealth management and as an equity trader. Danielle graduated from Saint Mary's College in Notre Dame, Indiana, with a B.A. in Communications. She holds an M.S. from Monmouth University. She joined J.P. Morgan in 2016. An East Coast transplant, Danielle lives in San Francisco with her husband, Drew, and their dog, Langston. In their free time, they enjoy hiking, golfing and discovering all that the West Coast has to offer. View More View Less Specialist Resources Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex. Elizabeth Nam Managing Director, Family Engagement and Governance phone (415) 315-5935 [email protected] View Profile Michael Cortina Vice President, Investment Specialist phone (212) 272-7733 [email protected] Miranda Holmes Managing Director, Wealth Planner phone (415) 262-8930 [email protected] View Profile Insights Markets and Economy Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026 May 11, 2026 J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast. Read Now Markets and Economy How The Market’s Inflation Fears are Running Ahead of Reality May 8, 2026 As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming. Read Now Markets and Economy Powell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting May 1, 2026 After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May. Read Now Markets and Economy How tech became everything to everyone May 1, 2026 From inflation worries to volatility spikes to the artificial intelligence (AI) buildout, investors keep leaning on tech. Earnings influence is becoming harder to ignore. Read Now Markets and Economy Why are stocks at record highs with no Iran resolution? April 24, 2026 Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond. Read Now Wealth Planning What is the wash sale rule? April 21, 2026 The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is. Read Now Retirement 3 ways to stay active while in retirement April 21, 2026 Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement. Read Now Markets and Economy Emerging markets may offer more than meets the eye – selectivity matters April 17, 2026 Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class. Read Now Wealth Planning The art of making your estate plan matter: Using your superpower as a ‘wise giver’ April 15, 2026 Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much. Read Now Load More Markets and Economy Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026 May 11, 2026 J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast. Read Now Markets and Economy How The Market’s Inflation Fears are Running Ahead of Reality May 8, 2026 As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming. Read Now Markets and Economy Powell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting May 1, 2026 After t The PDI Group | J.P. Morgan Wealth Advisors in San Francisco, CA Skip to content Careers Login Link to main website Close Open mobile menu Services Services Our Advisors Our Advisors Perspectives Perspectives About Us About Us Contact Us Contact Us Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Back Go back to main mobile menu Services Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Back Go back to main mobile menu Perspectives Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Learn about us Join our team See how we support our elite advisors Back Go back to main mobile menu About Us Learn about us Join our team See how we support our elite advisors Return to Nav "The Purpose Driven Investment (PDI) Group can help meet your goals and make a difference." The PDI Group The PDI Group "The Purpose Driven Investment (PDI) Group can help meet your goals and make a difference." Meet Our Team 560 Mission Street Suite 2400 San Francisco , California 94105 (800) 688-2327 (800) 688-2327 Awards About Us Team Insights Connect Click to expand or collapse content Navigate to... Awards About Us Team Insights Connect Awards and Industry Recognition Forbes Top Wealth Advisors Best-In-State 2025 • 2024 • 2023 Top Wealth Management Teams Best-In-State 2026 Click here for important information regarding our Award Disclosures About The PDI Group Most families have good professionals handling different pieces—an investment advisor, a CPA, an estate attorney, a banker. What they rarely have is someone making sure all of those pieces work together. That's us. We do it through the full platform of J.P. Morgan Wealth Management —one of the world's largest and most financially sound institutions— giving our clients access to investment management, banking and lending, estate planning, tax strategy, charitable giving, and cybersecurity under one roof. The scale of J.P. Morgan with the relationship of a dedicated team. The Purpose Driven Investment Group is led by Christian Ach, an Executive Director and Wealth Advisor at J.P. Morgan. We work with approximately 75 families across the country—tech executives, business owners, multigenerational families—who have reached the point where coordination matters as much as the underlying investments. Our threeperson team brings over 100 years of combined experience and has worked together for 25 years. In several cases, we've known the same family long enough to work with more than one generation. Every family we work with has a purpose for their wealth. Our job is to help them achieve it. Working together with you Who we serve Our clients are individuals and families with wealth who want to positively impact the world. We don't have one "type" of client. We are open to chatting with anyone who fits the description above and enjoys working with our well-defined process. That said, here are some common themes in our client base. Bay Area parents who are tech and biotech executives or employees. Inheritors who want to direct their inheritance toward positive change. Multi-generational families with legacy wealth. People who hold concentrated positions of a stock, pre-and/or post-IPO. Strong, independent women who are head of household whether as part of a family or on their own We start with getting to know you… not just your balance sheet. What were your parents like with money? What scares you? What gets you out of bed in the morning? What helps you sleep well at night? As our name suggests, we want to know: What is your purpose? And how can we help achieve it? Comprehensive planning—By addressing your entire financial picture, we can care for cash flow to fund your current lifestyle, investment strategies to prepare for your children's education/your retirement and offer guidance for trust & estate planning. Asset management —Our team builds investment portfolios comprising a mix of asset classes based on your risk and return assumptions. We often combine equities for long-term growth and fixed income to generate current income. Fixed income is also used to help stabilize portfolios during periods of volatility in the marketplace. Tax-advantaged investing —We seek to minimize taxes by: Holding investments in tax-deferred retirement accounts such as IRAs and 401(k) plans, and 529 plans for funding education; Selecting investments that are exempt from taxes, such as municipal bonds; Reducing portfolio turnover by utilizing ExchangeTraded Funds (ETFs) to decrease capital gains taxes; and Harvesting tax losses to offset portfolio gains. Alternative investments —These investments are defined as vehicles other than stocks, bonds and cash, and may be used to diversify portfolios, provide protection against losses and offer the opportunity to increase overall portfolio returns. Common types of alternative investments are hedge funds, private equity funds and commodities. Hedging —This is a strategy that helps protect assets against the risk of a market drawdown. There are many ways to implement a hedging strategy, such as structuring derivative products. Personal banking —We offer a suite of services to support your day-to-day money management needs, including checking, savings and more. Lending —We deliver various types of lending strategies to support your personal and business needs, from sophisticated mortgages to short-term lines of credit. Trusts and estates —Our team understands the need for structuring assets to protect your hard-earned legacy. We work alongside your advisors to understand and plan for the transfer of wealth to your heirs and execute your philanthropic wishes. Retirement planning —We help you determine the income stream you will need to support your lifestyle when you are no longer working. We do so by developing an investment plan that supports your goals and establishing the proper accounts that allow your assets to grow on a tax-deferred basis. View More View Less Meet Our Team Betsy Bliss Executive Director Wealth Advisor phone (415) 772-2945 [email protected] View Profile Christian Ach Executive Director Wealth Advisor phone (415) 772-3221 [email protected] View Profile Habib Ngom Vice President phone (415) 772-3220 [email protected] View Profile Family Wealth Services Managing family wealth is often complex and requires more than just sound financial counsel. We can facilitate introductions to our family wealth specialists who offer the following services: Family Engagement & Governance with financial literacy programs and research-based models to help educate family members, and help guide interactions Family Phil The Kockos Boggs Group | J.P. Morgan Wealth Advisors in San Francisco, CA Skip to content Careers Login Link to main website Close Open mobile menu Services Services Our Advisors Our Advisors Perspectives Perspectives About Us About Us Contact Us Contact Us Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Back Go back to main mobile menu Services Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Back Go back to main mobile menu Perspectives Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Learn about us Join our team See how we support our elite advisors Back Go back to main mobile menu About Us Learn about us Join our team See how we support our elite advisors Return to Nav "Our experience throughout the decades has enabled us to refine a process down to where we are able to recognize trends and nimbly act on them." The Kockos Boggs Group The Kockos Boggs Group "Our experience throughout the decades has enabled us to refine a process down to where we are able to recognize trends and nimbly act on them." Meet Our Team Connect with Us 560 Mission Street San Francisco , California 94105 (800) 688-2327 (800) 688-2327 [email protected] Awards About Us Team Insights Connect Click to expand or collapse content Navigate to... Awards About Us Team Insights Connect About The Kockos Boggs Group Welcome The Kockos Boggs Group has 48 years of combined, in-depth financial advising experience on both the right side and left side of our clients' personal balance sheets. We also have direct access to the some of the most superb minds in the investment and lending business worldwide. Our experience throughout the decades has enabled us to refine a process down to where we are able to recognize trends and nimbly act on them. This has helped us develop a loyal list of clients who value us as their principal family advisors. Our team We have designed our investment practice to be disciplined and accountable. We have four simple principles that can be the cornerstone of any family's financial future. A written investment strategy proposal A quarterly review Access to investment and lending resources worldwide Individual attention and accountability to each client's personalized plan Our strengths lie in our capability to navigate turbulent markets while still staying on plan in regard to risk aversion, and being cost-conscious for our clients. Scott and Chris both have their areas of expertise, and know when to reach out for more expertise from outside their team if the situation calls for it. View More View Less Meet Our Team Christopher Boggs Vice President Wealth Advisor phone (415) 772-2979 [email protected] View Profile Scott Kockos Executive Director Wealth Advisor phone (415) 772-3039 [email protected] View Profile Ryan Falk Client Associate phone (415) 772-3095 [email protected] View Profile Specialist Resources Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex. Alpa Patel Vitale Managing Director, West Coast Lead, Wealth Planning and Advice phone (415) 315-7823 [email protected] View Profile Insights Markets and Economy Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026 May 11, 2026 J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast. Read Now Markets and Economy How The Market’s Inflation Fears are Running Ahead of Reality May 8, 2026 As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming. Read Now Markets and Economy Powell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting May 1, 2026 After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May. Read Now Markets and Economy How tech became everything to everyone May 1, 2026 From inflation worries to volatility spikes to the artificial intelligence (AI) buildout, investors keep leaning on tech. Earnings influence is becoming harder to ignore. Read Now Markets and Economy Why are stocks at record highs with no Iran resolution? April 24, 2026 Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond. Read Now Wealth Planning What is the wash sale rule? April 21, 2026 The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is. Read Now Retirement 3 ways to stay active while in retirement April 21, 2026 Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement. Read Now Markets and Economy Emerging markets may offer more than meets the eye – selectivity matters April 17, 2026 Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class. Read Now Wealth Planning The art of making your estate plan matter: Using your superpower as a ‘wise giver’ April 15, 2026 Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much. Read Now Load More Markets and Economy Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026 May 11, 2026 J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast. Read Now Markets and Economy How The Market’s Inflation Fears are Running Ahead of Reality May 8, 2026 As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming. Read Now Markets and Economy Powell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting May 1, 2026 After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after The OCB Group | J.P. Morgan Wealth Advisors in San Francisco, CA Skip to content Careers Login Link to main website Close Open mobile menu Services Services Our Advisors Our Advisors Perspectives Perspectives About Us About Us Contact Us Contact Us Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Back Go back to main mobile menu Services Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Back Go back to main mobile menu Perspectives Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Learn about us Join our team See how we support our elite advisors Back Go back to main mobile menu About Us Learn about us Join our team See how we support our elite advisors Return to Nav "Our business is rooted in our mission to exceed our clients’ expectations, a charge that comes not only from our years of personal experience, but also from being part of a world-class team." Wealth Partners The OCB Group Wealth Partners The OCB Group "Our business is rooted in our mission to exceed our clients’ expectations, a charge that comes not only from our years of personal experience, but also from being part of a world-class team." Meet Our Team Connect with Us 560 Mission Street Floor 24 San Francisco , California 94105 (415) 772-3123 (415) 772-3123 [email protected] Awards About Us Team Insights Connect Click to expand or collapse content Navigate to... Awards About Us Team Insights Connect Awards and Industry Recognition Forbes America's Top Wealth Management Teams 2025 • 2024 • 2023 • 2022 America's Top Wealth Advisors 2025 • 2024 • 2023 • 2022 • 2021 • 2020 Top Wealth Management Teams Best-In-State 2026 • 2025 • 2024 • 2023 Top Wealth Advisors Best-In-State 2025 • 2024 • 2023 • 2022 • 2021 • 2020 • 2019 • 2018 Top Next-Gen Wealth Advisors 2021 Top Next-Gen Wealth Advisors Best-In-State 2024 • 2023 • 2022 Barron's Top 250 Private Wealth Management Teams 2026 • 2025 • 2024 Top 1,200 Financial Advisors 2025 • 2024 • 2023 • 2022 • 2021 • 2020 • 2019 • 2018 Top 1,500 Financial Advisors 2026 Click here for important information regarding our Award Disclosures Audio Descriptive Off About The OCB Group Welcome As clients amass wealth, they often seek guidance on how to handle the complexities of managing that wealth. This is what we do best. Whether you are looking to grow, preserve or transfer wealth, our financial advisory practice offers the best of both worlds: the high-touch, client-centric benefits of a boutique firm with the resources of one of the world's largest and most respected financial institutions. With more than 100 years of combined experience—and having honed our skills during some of the most trying market environments of the past 30 years—we are well versed in the intricacies of wealth management, and can address a broad range of your financial needs: from investment portfolios and trust and estate planning strategies to checking accounts and mortgages. Our business is rooted in our mission to exceed our clients' expectations, a charge that comes not only from our years of personal experience, but also from being part of a world-class team. Services: Asset Allocation Risk Management Diversification Planning Tax-Advantaged Strategies Estate Planning Equity Investment Management Fixed Income Investment Management Private Equity Investments Hedge Fund Investments Restricted Securities and Option Strategies Hedging and Monetization Strategies Charitable Giving Approaches Cash Management View More View Less Meet Our Team Greg Onken Managing Director Wealth Partner phone (415) 772-3123 [email protected] View Profile Drew Corradini Managing Director Wealth Partner phone (415) 772-2970 [email protected] View Profile Brian Brocious Managing Director Wealth Partner phone (415) 772-3063 [email protected] View Profile Jeanna Deane Senior Client Associate phone (415) 772-2918 [email protected] View Profile Nate Lloyd Senior Client Associate phone (415) 315-5729 [email protected] View Profile Mallory North Senior Client Associate phone (415) 772-2946 [email protected] View Profile Click to expand or collapse content Hide Adam Jakubowitz Vice President Relationship Manager phone (415) 315-5633 [email protected] View Profile Luke Persico Relationship Manager phone (415) 315-8156 [email protected] View Profile Matt Cuen Investment Associate phone (415) 772-3038 [email protected] View Profile Erik Capowski Investment Associate phone (415) 772-3066 [email protected] View Profile Specialist Resources Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex. Stacy Allred Managing Director, Head of Family Engagement and Governance phone (425) 519-8891 [email protected] View Profile Adam Frank Managing Director, Head of Wealth Planning and Advice phone (212) 272-1543 [email protected] View Profile Miranda Holmes Managing Director, Wealth Planner phone (415) 262-8930 [email protected] View Profile Alpa Patel Vitale Managing Director, West Coast Lead, Wealth Planning and Advice phone (415) 315-7823 [email protected] View Profile Stuart Burden Executive Director, Family Engagement and Governance phone (415) 617-6103 [email protected] View Profile Family Wealth Services Managing family wealth is often complex and requires more than just sound financial counsel. We can facilitate introductions to our family wealth specialists who offer the following services: Family Engagement & Governance with financial literacy programs and research-based models to help educate family members, and help guide interactions Family Philanthropy to initiate and/or elevate your giving and create meaningful change Family Lifestyle with introductions to professionals in cybersecurity, bill pay, healthcare management, private aviation, staffing, education and more Outsourced Family Office for support with the management of the family's financial and administrative needs CONNECT WITH US Personalized guidance begins with a conversation. Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals. (415) 772-3123 Disclosures Forbes/SHOOK America's Top Wealth Management Teams: (11/12/25) Data as of 03/31/25; (11/13/24, data as of 03/31/24); (11/07/23, data as of 03/31/23); (11/08/22, data as of 03/31/22). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement mat John (Jack) Gallagher | J.P. Morgan Wealth Advisors in San Francisco, CA Skip to content Careers Login Link to main website Close Open mobile menu Services Services Our Advisors Our Advisors Perspectives Perspectives About Us About Us Contact Us Contact Us Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Back Go back to main mobile menu Services Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Back Go back to main mobile menu Perspectives Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Learn about us Join our team See how we support our elite advisors Back Go back to main mobile menu About Us Learn about us Join our team See how we support our elite advisors Return to Nav "I have deep and broad experience providing tailored wealth management strategies to a client base that includes large family offices, high-net-worth individuals, C-suite executives and their companies." John (Jack) Gallagher John (Jack) Gallagher "I have deep and broad experience providing tailored wealth management strategies to a client base that includes large family offices, high-net-worth individuals, C-suite executives and their companies." Learn More Connect with Us 560 Mission Street San Francisco , California 94105 (415) 772-3126 (415) 772-3126 [email protected] Awards About Us Team Insights Connect Click to expand or collapse content Navigate to... Awards About Us Team Insights Connect About John (Jack) Gallagher Welcome Jack has been providing clients with tailored wealth management strategies for more than 25 years. His consultative-based approach emphasizes understanding his clients' financial situations and developing a plan to help meet their financial objectives. Jack strives to provide his clients with the personalized service of a boutique organization, while leveraging the global resources of J.P. Morgan, one of the largest and most respected financial firms in the world. View More View Less Learn More John (Jack) Gallagher Vice President Wealth Advisor phone (415) 772-3126 [email protected] View Profile Insights Markets and Economy Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026 May 11, 2026 J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast. Read Now Markets and Economy How The Market’s Inflation Fears are Running Ahead of Reality May 8, 2026 As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming. Read Now Markets and Economy Powell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting May 1, 2026 After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May. Read Now Markets and Economy How tech became everything to everyone May 1, 2026 From inflation worries to volatility spikes to the artificial intelligence (AI) buildout, investors keep leaning on tech. Earnings influence is becoming harder to ignore. Read Now Markets and Economy Why are stocks at record highs with no Iran resolution? April 24, 2026 Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond. Read Now Wealth Planning What is the wash sale rule? April 21, 2026 The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is. Read Now Retirement 3 ways to stay active while in retirement April 21, 2026 Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement. Read Now Markets and Economy Emerging markets may offer more than meets the eye – selectivity matters April 17, 2026 Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class. Read Now Wealth Planning The art of making your estate plan matter: Using your superpower as a ‘wise giver’ April 15, 2026 Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much. Read Now Load More Markets and Economy Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026 May 11, 2026 J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast. Read Now Markets and Economy How The Market’s Inflation Fears are Running Ahead of Reality May 8, 2026 As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming. Read Now Markets and Economy Powell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting May 1, 2026 After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May. Read Now Markets and Economy How tech became everything to everyone May 1, 2026 From inflation worries to volatility spikes to the artificial intelligence (AI) buildout, investors keep leaning on tech. Earnings influence is becoming harder to ignore. Read Now Markets and Economy Why are stocks at record highs with no Iran resolution? April 24, 2026 Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond. Read Now Wealth Planning What is the wash sale rule? April 21, 2026 The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is. Read Now Retirement 3 ways to stay active while in retirement April 21, 2026 Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement. Read Now Markets and Economy Emerging markets may offer more than meets the eye – selectivity matters April 17 Joshua Perkins | J.P. Morgan Wealth Advisors in San Francisco, CA Skip to content Careers Login Link to main website Close Open mobile menu Services Services Our Advisors Our Advisors Perspectives Perspectives About Us About Us Contact Us Contact Us Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Back Go back to main mobile menu Services Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Back Go back to main mobile menu Perspectives Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Learn about us Join our team See how we support our elite advisors Back Go back to main mobile menu About Us Learn about us Join our team See how we support our elite advisors Return to Nav "I serve the personal wealth management needs of affluent individuals, entrepreneurs, business owners and corporate executives who have invested time and energy to acquire substantial capital and look to me for differentiated strategies to create long-term value for the next generation." Joshua Perkins Joshua Perkins "I serve the personal wealth management needs of affluent individuals, entrepreneurs, business owners and corporate executives who have invested time and energy to acquire substantial capital and look to me for differentiated strategies to create long-term value for the next generation." Learn More Connect with Us 560 Mission Street San Francisco , California 94105 (415) 315-8402 (415) 315-8402 [email protected] Awards About Us Team Insights Connect Click to expand or collapse content Navigate to... Awards About Us Team Insights Connect About Joshua Perkins Helping Clients Transform Success Into a Sustainable Legacy Attention For The Complexities Of Wealth Many of my clients are at their peak earning years and in careers that demand significant energy and attention. With a shortage of time to devote to investment planning, they turn to me to address the full complement of their wealth management objectives. I help simplify and enhance complex personal finances and grow, conserve, and diversify sizeable assets. I work alongside CPAs, attorneys and other external advisors to help ensure that the entirety of clients' tax and estate planning considerations are aligned and integrated. Experienced And Integrated Capabilities I believe that my most important role is that of problem solver, and I have the privilege of working with multi-generational families to identify their needs and target appropriate strategies that attend to these concerns. I draw on more than 25 years of wealth management experience to navigate the breadth of J.P. Morgan's global resources and provide direct access to a wide range of products and services. Estate and Tax Planning Guidance Generational Wealth Transfer Retirement Planning Mortgage/Credit Facilities College Funding Investment Approach Specialized Wealth Management Support for the Unique Needs of Entrepreneurs, Executives and Business Owners My Suite Of Services For Successful Professionals I understand that as difficult as it is to build a company and amass wealth, maintaining these assets can also be challenging. My team and I have been advising entrepreneurs and other prosperous clients for many years and have honed our approach to the personal wealth management opportunities that often accompany significant achievement. Cash Flow Management We are skilled in investing short-term cash to generate income streams that care for living expenses, estimated taxes, trust distributions and other payments. We also develop strategies that address the need for differentiated liquidity. Corporate Retirement Planning As a core competency, my team and I provide 401(k) and 403(b) programs, defined benefit plans, profit-sharing strategies and pension funds that help address the accumulation of retirement savings. Liquidity Events By participating in pre- and post-transaction planning, we evaluate the timing and impacts of liquidity events and address tax and other considerations. Hedging And Monetization Strategies We recognize the disquiet that results from having considerable resources invested in a single brand. Working within your risk parameters and individualized requirements, my team and I create uncorrelated investment strategies that help diversify away from concentrated positions. Executive Services My team and I guide C-Suite clients to make the best use of equity compensation. We have deep experience with stock options, restricted stock sales, block trading, 10b5-1 contracts and other instruments. Business Succession Many business owners want their firms to continue beyond their lifetimes, managed by their children and, possibly, future generations. My team and I draw from our experience among this thriving client base to guide you through your particular goals and aspirations. View More View Less Learn More Joshua Perkins Vice President Wealth Advisor phone (415) 315-8402 [email protected] View Profile Specialist Resources Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex. Elizabeth Nam Managing Director, Family Engagement and Governance phone (415) 315-5935 [email protected] View Profile Family Wealth Services Managing family wealth is often complex and requires more than just sound financial counsel. We can facilitate introductions to our family wealth specialists who offer the following services: Family Engagement & Governance with financial literacy programs and research-based models to help educate family members, and help guide interactions Family Philanthropy to initiate and/or elevate your giving and create meaningful change Family Lifestyle with introductions to professionals in cybersecurity, bill pay, healthcare management, private aviation, staffing, education and more Outsourced Family Office for support with the management of the family's financial and administrative needs CONNECT WITH ME Insights Markets and Economy Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026 May 11, 2026 J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast. Read Now Markets and Economy How The Market’s Inflation Fears are Running Ahead of Reality May 8, 2026 As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming. Read Now Markets and Economy Powell says 'no choice but to stay' on as Fed governor – here's what to watch for at th JP Morgan Wealth Search Skip to content Careers Login Link to main website Toggle answers search Close Open mobile menu Services Services Our Advisors Our Advisors Perspectives Perspectives About Us About Us Contact Us Contact Us Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Back Go back to main mobile menu Services Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Back Go back to main mobile menu Perspectives Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Learn about us Join our team See how we support our elite advisors Back Go back to main mobile menu About Us Learn about us Join our team See how we support our elite advisors Return to Nav Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products . This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (JPMS). When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting. INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED J.P. Morgan Chase Bank N.A., Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval. Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies. Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call. Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program. J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC . Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Please read additional Important Information in conjunction with these pages. linkedin twitter facebook instagram youtube Wealth Advisors Services Our Advisors Perspectives About Us Careers Join Our Team Contact Us Connect With Us JPMorgan Chase JPMorgan Chase & Co J.P. Morgan Chase Important Information Statement of Financial Condition Safety of Customer Assets Order Routing Practices Sweep Option Yields Form ADV Disclosures and Privacy Notices Investment Managers Trading Away Practices Guide to Mutual Fund Investing Investing in Non-Traditional Funds Security Center E-delivery Awards Disclosures linkedin twitter facebook instagram youtube Privacy & Security Terms of Use Accessibility Cookies Policy Regulatory Disclosures © 2026 JPMorgan Chase & Co. All rights reserved. Fred Decker | J.P. Morgan Wealth Advisors in San Francisco, CA Skip to content Careers Login Link to main website Close Open mobile menu Services Services Our Advisors Our Advisors Perspectives Perspectives About Us About Us Contact Us Contact Us Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Back Go back to main mobile menu Services Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Back Go back to main mobile menu Perspectives Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Learn about us Join our team See how we support our elite advisors Back Go back to main mobile menu About Us Learn about us Join our team See how we support our elite advisors Return to Nav "My mission is to help clients preserve and grow their assets, taking a holistic and comprehensive view of all their financial matters." Fred Decker Fred Decker "My mission is to help clients preserve and grow their assets, taking a holistic and comprehensive view of all their financial matters." Learn More Connect with Us 560 Mission Street San Francisco , California 94105 (415) 772-2930 (415) 772-2930 [email protected] Awards About Us Team Insights Connect Click to expand or collapse content Navigate to... Awards About Us Team Insights Connect About Fred Decker Welcome Fred Decker serves a blend of high-net-worth individuals and business owners, offering a variety of corporate investment programs and strategies. With over 24 years of industry experience, he has developed a deep understanding of the issues and priorities that business owners routinely face. Fred recognizes and respects that his clients have spent years developing businesses, creating value and building legacies. His mission is to help clients preserve and grow their assets, taking a holistic and comprehensive view of all their financial matters. To assist his clients in managing their personal and corporate financial needs, Fred also draws upon J.P. Morgan's robust investment resources, and leverages its banking and credit capabilities, including its trust advisory and business banking services. View More View Less Learn More Fred Decker Vice President Wealth Advisor phone (415) 772-2930 [email protected] View Profile Insights Markets and Economy Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026 May 11, 2026 J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast. Read Now Markets and Economy How The Market’s Inflation Fears are Running Ahead of Reality May 8, 2026 As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming. Read Now Markets and Economy Powell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting May 1, 2026 After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May. Read Now Markets and Economy How tech became everything to everyone May 1, 2026 From inflation worries to volatility spikes to the artificial intelligence (AI) buildout, investors keep leaning on tech. Earnings influence is becoming harder to ignore. Read Now Markets and Economy Why are stocks at record highs with no Iran resolution? April 24, 2026 Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond. Read Now Wealth Planning What is the wash sale rule? April 21, 2026 The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is. Read Now Retirement 3 ways to stay active while in retirement April 21, 2026 Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement. Read Now Markets and Economy Emerging markets may offer more than meets the eye – selectivity matters April 17, 2026 Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class. Read Now Wealth Planning The art of making your estate plan matter: Using your superpower as a ‘wise giver’ April 15, 2026 Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much. Read Now Load More Markets and Economy Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026 May 11, 2026 J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast. Read Now Markets and Economy How The Market’s Inflation Fears are Running Ahead of Reality May 8, 2026 As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming. Read Now Markets and Economy Powell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting May 1, 2026 After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May. Read Now Markets and Economy How tech became everything to everyone May 1, 2026 From inflation worries to volatility spikes to the artificial intelligence (AI) buildout, investors keep leaning on tech. Earnings influence is becoming harder to ignore. Read Now Markets and Economy Why are stocks at record highs with no Iran resolution? April 24, 2026 Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond. Read Now Wealth Planning What is the wash sale rule? April 21, 2026 The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is. Read Now Retirement 3 ways to stay active while in retirement April 21, 2026 Staying active in retirement is important. Here’s how you can stay energized, put your expertise to us JP Morgan Wealth Search Skip to content Careers Login Link to main website Toggle answers search Close Open mobile menu Services Services Our Advisors Our Advisors Perspectives Perspectives About Us About Us Contact Us Contact Us Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Back Go back to main mobile menu Services Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Back Go back to main mobile menu Perspectives Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Learn about us Join our team See how we support our elite advisors Back Go back to main mobile menu About Us Learn about us Join our team See how we support our elite advisors Return to Nav Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products . This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. 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Morgan Wealth Advisors in San Francisco, CA Skip to content Careers Login Link to main website Close Open mobile menu Services Services Our Advisors Our Advisors Perspectives Perspectives About Us About Us Contact Us Contact Us Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Back Go back to main mobile menu Services Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Back Go back to main mobile menu Perspectives Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Learn about us Join our team See how we support our elite advisors Back Go back to main mobile menu About Us Learn about us Join our team See how we support our elite advisors Return to Nav "No matter what your financial goals are, it is important to have a wealth management plan to help you achieve them." Wealth Partners Paul Donlon Wealth Partners Paul Donlon "No matter what your financial goals are, it is important to have a wealth management plan to help you achieve them." Meet Our Team Connect with Us 560 Mission Street Suite 2400 San Francisco , California 94105 (415) 772-3049 (415) 772-3049 Awards About Us Team Insights Connect Click to expand or collapse content Navigate to... Awards About Us Team Insights Connect Audio Descriptive Off About Paul Donlon Offering tailored portfolio management to make the most of your financial legacy. I strategize with clients about ways to preserve and grow their wealth. My focus is on helping them create clear pathways toward the goals they set. By leveraging the world-class research that J.P. Morgan is known for and incredible insights from the specialists at the firm. I offer both tactical and strategic guidance to help shape the financial lives of clients for the generations to follow. My business is rooted in my mission to keep things simple, exceed expectations and bring integrated service and insights to my client families. I act as a fiduciary and trusted partner, keeping their needs at the forefront of every decision I make. As a boutique organization with the resources of one of the world's largest and most respected financial institutions, I offer high-touch service and personalized assistance. I take a family office-style approach and am experienced in addressing a broad range of sophisticated financial needs, delivering strategies for the diversification of assets, tax efficiency, estate planning and long-term wealth management objectives. View More View Less Meet Our Team Paul Donlon Managing Director Wealth Partner phone (415) 772-3049 [email protected] View Profile Stevie Wakes Vice President Investment Associate phone (415) 772-3078 [email protected] View Profile Insights Markets and Economy Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026 May 11, 2026 J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast. Read Now Markets and Economy How The Market’s Inflation Fears are Running Ahead of Reality May 8, 2026 As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming. Read Now Markets and Economy Powell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting May 1, 2026 After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May. Read Now Markets and Economy How tech became everything to everyone May 1, 2026 From inflation worries to volatility spikes to the artificial intelligence (AI) buildout, investors keep leaning on tech. Earnings influence is becoming harder to ignore. Read Now Markets and Economy Why are stocks at record highs with no Iran resolution? April 24, 2026 Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond. Read Now Wealth Planning What is the wash sale rule? April 21, 2026 The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is. Read Now Retirement 3 ways to stay active while in retirement April 21, 2026 Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement. Read Now Markets and Economy Emerging markets may offer more than meets the eye – selectivity matters April 17, 2026 Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class. Read Now Wealth Planning The art of making your estate plan matter: Using your superpower as a ‘wise giver’ April 15, 2026 Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much. Read Now Load More Markets and Economy Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026 May 11, 2026 J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast. Read Now Markets and Economy How The Market’s Inflation Fears are Running Ahead of Reality May 8, 2026 As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming. Read Now Markets and Economy Powell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting May 1, 2026 After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May. Read Now Markets and Economy How tech became everything to everyone May 1, 2026 From inflation worries to volatility spikes to the artificial intelligence (AI) buildout, investors keep leaning on tech. Earnings influence is becoming harder to ignore. Read Now Markets and Economy Why are stocks at record highs with no Iran resolution? April 24, 2026 Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by dur Coastline Partners | J.P. Morgan Wealth Advisors in San Francisco, CA Skip to content Careers Login Link to main website Close Open mobile menu Services Services Our Advisors Our Advisors Perspectives Perspectives About Us About Us Contact Us Contact Us Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Back Go back to main mobile menu Services Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Back Go back to main mobile menu Perspectives Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Learn about us Join our team See how we support our elite advisors Back Go back to main mobile menu About Us Learn about us Join our team See how we support our elite advisors Return to Nav "We help a remarkable clientele resolve the complexities of significant wealth, developing long-term relationships founded on trust and transparency." Wealth Partners Coastline Partners Wealth Partners Coastline Partners "We help a remarkable clientele resolve the complexities of significant wealth, developing long-term relationships founded on trust and transparency." Meet Our Team 560 Mission Street San Francisco , California 94105 (415) 296-3779 1230 Avenue of the Americas New York , NY 10020 (212) 352-5002 (415) 296-3779 (212) 352-5002 Awards About Us Team Insights Connect Click to expand or collapse content Navigate to... Awards About Us Team Insights Connect Awards and Industry Recognition Forbes Top Women Wealth Advisors 2025 • 2024 • 2022 • 2021 • 2019 Top Women Wealth Advisors Best-In-State 2025 • 2024 • 2023 America's Top Wealth Advisors 2025 • 2024 • 2019 Top Wealth Advisors Best-In-State 2025 • 2024 • 2023 • 2022 • 2021 • 2020 • 2018 Top Wealth Management Teams Best-In-State 2026 • 2025 • 2024 • 2023 America's Top Wealth Management Teams 2024 Barron's Top 1,200 Financial Advisors 2025 • 2024 • 2023 • 2021 • 2020 • 2019 Top 100 Women Financial Advisors 2025 • 2024 • 2023 • 2022 Top 1,500 Financial Advisors 2026 Click here for important information regarding our Award Disclosures Audio Descriptive Off About Coastline Partners Welcome At Coastline Partners, we are privileged to advise a highly accomplished clientele, helping them unify multiple facets of their wealth to pursue their goals more precisely. A close-knit team, we are unified by our dedication to client well-being and our commitment to a high-performing service model that appreciates the distinctive needs of our clientele. The clients who engage our advice tend to have busy lives and complex finances. We are skilled in helping them clarify their financial picture, discerning opportunities to grow and preserve their wealth more effectively. Many of the clients we advise are technology executives, real estate investors and entrepreneurs. Others are nonprofit organizations and institutions. To each relationship, we bring a genuine interest in what matters to the clients we advise—their goals, concerns, aspirations and needs. Each client, we believe, has a singular story—one that we are gratified to be a part of, supporting their efforts to derive greater satisfaction and fulfillment from their wealth. A perspective shaped by experience Our team members have worked with ultra-high-networth families for decades. As a result, they are deeply immersed in the intricacies of substantial wealth. Our team is skilled in addressing the following needs: Tailored investment management . We look to advance the productive growth of client assets through a broadly diversified, multi-asset investment approach that is strategic, more than tactical. Our approach is both tax-sensitive and capital-gains sensitive. Wealth transfer initiatives . We often advise two and even three generations within a single family. Our objective is to help families capitalize on opportunities to reduce the tax burden on the passing of a patriarch or matriarch. We advance this goal through trust structures and philanthropic strategies designed to reduce their taxable estate, applying our knowledge of estate planning. Wealth planning . We view planning as an essential component of our outreach, allowing us to address key issues across the context of client wealth. Some of these concerns are quantitative, such as liquidity, cashflow, concentrated risk, tax analysis, pre-transaction planning and retirement planning. Others are qualitative, such as family wealth dynamics, nextgeneration stewardship, and long-term aspirations. We weigh these variables thoughtfully, helping clients uncover a more direct pathway to their objectives. Our overarching goal as a team is to make clients' lives easier and less stressful. Together, we look to deliver a client experience founded on customization and careful execution. We take pride in alleviating client stress, getting things right the first time, and reducing the administrative burdens of wealth. We listen attentively to clients , learning from them as much as we share our own knowledge. We believe in gaining a full appreciation for a client's situation before we prescribe any action. We are passionate in our desire to help , tackling issues, solving problems and maintaining steady momentum on long-term initiatives. We collaborate well as a team , delivering a consistent experience and advancing clear communication with a client's external tax and legal intermediaries. Together, we look to have a significant, positive impact on the people we advise. View More View Less Meet Our Team Catherine Evans Managing Director Wealth Partner phone (415) 296-3779 [email protected] View Profile Brett Berry Managing Director Wealth Partner phone (650) 234-8868 [email protected] View Profile Catherine "Kit" Jackson Managing Director Wealth Partner phone (212) 259-5926 [email protected] View Profile Andrew Gibson Managing Director Wealth Partner phone (415) 262-8885 [email protected] View Profile Reynolds Ospina Managing Director Wealth Advisor phone (650) 926-7868 [email protected] View Profile Michael H. Martini Executive Director Investment Associate phone (908) 930-4998 [email protected] View Profile Click to expand or collapse content Hide Christina Dwyer Business Management Specialist phone (415) 262-8940 [email protected] View Profile Nhi Nguyen Investment Associate phone (650) 926-7886 [email protected] View Profile Shelby Blair Investment Associate phone (415) 364-4651 [email protected] View Profile Carson Schmick Client Associate phone (650) 289-1379 [email protected] View Profile Ellie Jew Client Associate phone (415) 316-8206 [email protected] Gary Raczkowski | J.P. Morgan Wealth Advisors in San Francisco, CA Skip to content Careers Login Link to main website Close Open mobile menu Services Services Our Advisors Our Advisors Perspectives Perspectives About Us About Us Contact Us Contact Us Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Back Go back to main mobile menu Services Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Back Go back to main mobile menu Perspectives Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Learn about us Join our team See how we support our elite advisors Back Go back to main mobile menu About Us Learn about us Join our team See how we support our elite advisors Return to Nav "By taking a client-centric approach, I tailor investments to help clients pursue differentiated objectives, and continuously adjust strategies to align with evolving circumstances." Gary Raczkowski Gary Raczkowski "By taking a client-centric approach, I tailor investments to help clients pursue differentiated objectives, and continuously adjust strategies to align with evolving circumstances." Meet Our Team Connect with Us 560 Mission Street Suite 2400 San Francisco , California 94105 (415) 772-3083 (800) 688-2327 (415) 772-3083 (800) 688-2327 [email protected] Awards About Us Team Insights Connect Click to expand or collapse content Navigate to... Awards About Us Team Insights Connect About Gary Raczkowski Welcome Gary Raczkowski is a Portfolio Manager who brings a personalized style to each client relationship. His business is centered on two principles: Experience may earn respect, but you earn loyalty and trust by investing the time to understand and support each client's individual needs. Gary serves a select group of high-net-worth clients, corporate executives and business owners. His focus is on managing discretionary portfolios using a combination of technical and analytic skills, amassed over 30 years in the financial services industry, to identify selective sectors and companies in which to invest. He looks to mitigate risk and seek the most positive momentum in today's challenging market. By taking a client-centric approach, Gary tailors investments to help pursue differentiated objectives, and he continuously adjusts strategies to align with evolving circumstances. Gary's attentive process ensures that he is directly accessible to his clients, affording them the luxury of concentrating on their families and businesses while he attends to their investments. Gary leverages J.P. Morgan Wealth Management' platform to deliver what his clients require—the personalized service of a boutique organization and access to an extensive range of products and services, including trusts and estates, concierge banking, philanthropy, mortgages and credit. View More View Less Meet Our Team Gary Raczkowski Executive Director Wealth Advisor phone (415) 772-3083 [email protected] View Profile Ryan Falk Client Associate phone (415) 772-3095 [email protected] View Profile Insights Markets and Economy Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026 May 11, 2026 J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast. Read Now Markets and Economy How The Market’s Inflation Fears are Running Ahead of Reality May 8, 2026 As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming. Read Now Markets and Economy Powell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting May 1, 2026 After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May. Read Now Markets and Economy How tech became everything to everyone May 1, 2026 From inflation worries to volatility spikes to the artificial intelligence (AI) buildout, investors keep leaning on tech. Earnings influence is becoming harder to ignore. Read Now Markets and Economy Why are stocks at record highs with no Iran resolution? April 24, 2026 Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond. Read Now Wealth Planning What is the wash sale rule? April 21, 2026 The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is. Read Now Retirement 3 ways to stay active while in retirement April 21, 2026 Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement. Read Now Markets and Economy Emerging markets may offer more than meets the eye – selectivity matters April 17, 2026 Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class. Read Now Wealth Planning The art of making your estate plan matter: Using your superpower as a ‘wise giver’ April 15, 2026 Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much. Read Now Load More Markets and Economy Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026 May 11, 2026 J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast. Read Now Markets and Economy How The Market’s Inflation Fears are Running Ahead of Reality May 8, 2026 As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming. Read Now Markets and Economy Powell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting May 1, 2026 After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May. Read Now Markets and Economy How tech became everything to everyone May 1, 2026 From inflation worries to volatility spikes to the artificial intelligence (AI) AC Group | J.P. Morgan Wealth Advisors in San Francisco, CA Skip to content Careers Login Link to main website Close Open mobile menu Services Services Our Advisors Our Advisors Perspectives Perspectives About Us About Us Contact Us Contact Us Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Back Go back to main mobile menu Services Explore our services Wealth planning Receive a multigenerational wealth plan with personalized strategies and guidance. Investing Experience a holistic approach to investing, centered on your goals and priorities. Lending Unlock liquidity with a variety of customized lending products, strategies and solutions. Banking Access a variety of banking products and services tailored to your needs Family wealth Access a suite of family wealth services to help you navigate the distinct opportunities and challenges of family wealth. Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Back Go back to main mobile menu Perspectives Read Our Perspectives Sharpen your knowledge with the latest wealth engagement news, market commentary and planning education. Family Wealth Institute Access educational resources designed to help build and preserve your family legacy. Learn about us Join our team See how we support our elite advisors Back Go back to main mobile menu About Us Learn about us Join our team See how we support our elite advisors Return to Nav "Our clients help build companies, we help our clients build their legacy." AC Group AC Group "Our clients help build companies, we help our clients build their legacy." Meet Our Team Connect with Us 560 Mission Street San Francisco , California 94105 (415) 772-2904 (415) 772-2904 [email protected] Awards About Us Team Insights Connect Click to expand or collapse content Navigate to... Awards About Us Team Insights Connect Awards and Industry Recognition Forbes Top Next-Gen Wealth Advisors Best-In-State 2025 Click here for important information regarding our Award Disclosures About AC Group Delivering advisory guidance for venture capitalists and venture funds. At The AC Group, we serve venture capital firms, their investors and the entrepreneurs they partner with. We help our clients navigate the challenges of liquidity, restricted stock, tax issues and other transactional complexities. Venture capital services Our experience at all levels of the advisory stack informs our differentiated relationship with our clients. We understand the responsibilities that venture capital firms feel towards their investors and their employees, and we partner with fund administrators, accountants, auditors and trading teams to help enhance returns while streamlining firm operations. Strategic transactional advice Restricted stock sales Block trading Building liquidity strategies in diverse capital market environments Custody and clearing Banking and lending for management companies Specialized subject matter advisors for families in a niche industry. Private client services We address the wealth management needs of venture capitalists, their families and the founders they work with—not just across their fund's lifecycle, but for their own individualized goals. We believe that, just like building the next legendary company, your personal wealth should always start with a solid foundation. Bespoke private wealth management Cash flow planning Classic and specialty lending Tax-aware strategies Estate planning Complenentary investing In our practice, we feel that proper planning starts well before liquidity events. We guide our clients through the entire trajectory of their business interests, whether it's their next big carry award or a long-awaited exit. Liquidity tactics Gifting techniquies and philanthropic giving Carried interest strategies Stock options Specialty VC services, custody & clearing We seek to drive outperformance not only in portfolio construction, but through thoughtful approaches to titling, debt strategy and tax planning. We look at all the factors of wealth creation, wealth preservation and wealth transfer. Through meaningful partnership with your tax advisor and estate planner, we make sure every dollar of investment income is optimized and tailored to not just provide for you and your family now, but for future generations. Legacy preservation Family planning Titling Risk management Long-term investment selection Next generation education View More View Less Meet Our Team Cannon Allen Vice President Wealth Advisor phone (415) 315-7682 [email protected] View Profile Nick Centis Vice President Wealth Advisor phone (415) 772-3082 [email protected] View Profile George Anagnostou Client Associate phone (415) 315-3944 [email protected] View Profile Specialist Resources Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex. Elizabeth Nam Managing Director, Family Engagement and Governance phone (415) 315-5935 [email protected] View Profile Miranda Holmes Managing Director, Wealth Planner phone (415) 262-8930 [email protected] View Profile Alina Bocu Executive Director, Wealth Planner phone (415) 262-8665 [email protected] View Profile Insights Markets and Economy Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026 May 11, 2026 J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast. Read Now Markets and Economy How The Market’s Inflation Fears are Running Ahead of Reality May 8, 2026 As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming. Read Now Markets and Economy Powell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting May 1, 2026 After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May. Read Now Markets and Economy How tech became everything to everyone May 1, 2026 From inflation worries to volatility spikes to the artificial intelligence (AI) buildout, investors keep leaning on tech. Earnings influence is becoming harder to ignore. Read Now Markets and Economy Why are stocks at record highs with no Iran resolution? April 24, 2026 Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond. Read Now Wealth Planning What is the wash sale rule? April 21, 2026 The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is. Read Now Retirement 3 ways to stay active while in retirement April 21, 2026 Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement. Read Now Markets and Economy Emerging markets may offer more than meets the eye – selectivity matters April 17, 2026 Beneath broad market caution, pockets of resilience across emerging ma