Sergio Akselrad ^{Ultimate Decision-Maker}

Managing Director | Wealth Partner at JP Morgan Chase

Current Job Duration: 7 yrs 9 mos (until March 2026)

HEADLINE:
Managing Director | Wealth Partner at J.P. Morgan Wealth Management

PERSONAL SUMMARY:
I am a Managing Director and Wealth Partner in the Miami office of J.P. Morgan Wealth Management. I provide holistic advice that helps high net worth individuals and families preserve, manage and build their wealth. As a trusted advisor, I design and deliver goals-based portfolio management, lending, and trust and estate wealth advisory strategies.

Prior to joining J.P. Morgan, I was a Managing Director and Private Wealth Advisor at Goldman Sachs. I began my career there in wealth management in 1990, following my graduation from Columbia Business School with an MBA.

I am involved in my local community and have served as a member of several philanthropic boards and social organizations. My wife and I live in Coral Gables, FL with our three children.

Languages:

EDUCATION:
School: Columbia Business School
Degree: MBA, finance
Activities: None

School: Columbia College, Columbia University
Degree: BA, Economics
Activities: None

Number of Followers:
740