Stephen GoldStephen GoldManaging DirectorWealth Partner
Awards and Industry Recognition
Forbes
About Stephen
Stephen Gold is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
As a founding member of The Gold-Henry Wealth Management Group, Steve offers comprehensive investment and wealth management services to highnet-worth individuals and affluent families, developing customized strategies to assist them in pursuit of their specific goals. He is a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary portfolios, and are subject to ongoing quantitative and qualitative reviews to assess each advisor's investment strategy.
Steve grasps the inherent subtleties and challenges facing clients who have complex needs and enjoys the process of forging strong relationships to assist them in pursuing their aspirations. He tailors his approach to each individual's and family's particular situation— multi-generational planning, liquidity, philanthropy and more. Steve's clients appreciate having access to J.P. Morgan's breadth of resources delivered within a boutique environment.
In a career spanning more than 25 years, Steve began at PaineWebber/UBS, and spent nearly a decade as an Executive Director at Morgan Stanley. He joined J.P. Morgan in his current role in 2018, recognizing that its reputation as a global financial powerhouse would enable him to render an enhanced level of products and services to his clients.
Steve is an avid sports fan and spends his free time attending NFL, NBA, NHL and MLB games with his family. He also enjoys traveling all together to exciting locales.
Insights
Is a Goldilocks economy just a fairy tale?
May 17, 2024With 2024’s tale still unfolding, we decipher between promising dynamics and looming threats.Read Now
Testing the five big insights of our 2024 Outlook
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April 2024 CPI Report: Inflation Is Trending In The Right Direction | J.P. Morgan
May 16, 2024The April 2024 CPI report shows inflation is moving in the right direction toward the Federal Reserve's 2% goal.Read Now
56% of the Asian American Pacific Islander community feels confident in their retirement goals, a JPMorgan Chase survey reveals
May 16, 2024The survey gathered data from people aged 18–65 who currently have a retirement account in an effort to better understand how Asian and Pacific Islanders feel about their retirement plans and what barriers they may be facing.Read Now
You’ve decided to share your wealth with family. Now what?
May 15, 2024You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
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May 15, 2024The latest Eye on the Market reviews agriculture from an investor’s perspective, including agricultural price inflation, equity investments in agriculture and farmland ownership.Read Now
Introduction to succession planning for business owners
May 15, 2024A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read Now
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May 13, 2024History has shown that elections can have a minimal effect on the stock market in the long run. However, there are often implications for investors. Here’s what we believe you should know.Read Now
Heard on the Street: 5 things we’ve learned from Corporate America
May 10, 2024As earning season winds down, here’s what we’ve picked up.Read NowIs a Goldilocks economy just a fairy tale?
May 17, 2024With 2024’s tale still unfolding, we decipher between promising dynamics and looming threats.Read NowTesting the five big insights of our 2024 Outlook
May 16, 2024As we said in December: There haven’t been this many attractive investment choices to consider in more than a decade.Read NowApril 2024 CPI Report: Inflation Is Trending In The Right Direction | J.P. Morgan
May 16, 2024The April 2024 CPI report shows inflation is moving in the right direction toward the Federal Reserve's 2% goal.Read Now56% of the Asian American Pacific Islander community feels confident in their retirement goals, a JPMorgan Chase survey reveals
May 16, 2024The survey gathered data from people aged 18–65 who currently have a retirement account in an effort to better understand how Asian and Pacific Islanders feel about their retirement plans and what barriers they may be facing.Read NowYou’ve decided to share your wealth with family. Now what?
May 15, 2024You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowEye on the Market: Animal farm
May 15, 2024The latest Eye on the Market reviews agriculture from an investor’s perspective, including agricultural price inflation, equity investments in agriculture and farmland ownership.Read NowIntroduction to succession planning for business owners
May 15, 2024A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read NowElection year investing jitters? Considerations that could set you at ease
May 13, 2024History has shown that elections can have a minimal effect on the stock market in the long run. However, there are often implications for investors. Here’s what we believe you should know.Read NowHeard on the Street: 5 things we’ve learned from Corporate America
May 10, 2024As earning season winds down, here’s what we’ve picked up.Read Now