Kevin EisenbergKevin Eisenberg, CFP®Vice PresidentInvestment Associate
About Kevin
Kevin Eisenberg is a Vice President and Investment Associate at J.P. Morgan Wealth Management.
As an integral member of the team, he works closely with the team's affluent clients to address their personalized and sophisticated mandates.
Kevin assists in the development of tailored asset allocation and investment strategies that are designed to address each client's holistic and often complex requirements. He is actively involved in the entire process, immersing himself in research, trading, portfolio implementation and ongoing portfolio review. Kevin has earned a reputation for getting things done in an expedient and efficient manner. He is known for his relationship management skills and takes a leadership role in customer service and business development initiatives for the team.
A graduate of Plymouth State University, Kevin earned a B.S. in Sports Management and was the Captain of the men's basketball team. In 2014, he began his career in wealth management when he joined Morgan Stanley as a Portfolio Management Associate. As a member of The Slattery Group, Kevin transitioned to J.P. Morgan in 2018. He is pleased to provide clients with direct access to the firm's world-class investment platform and breadth of products and services.
Currently residing in Stamford, Connecticut, Kevin sits on the Junior Advisory Board of LifeBridge Community Services, an organization devoted to helping people impacted by poverty receive support to manage financial crises, resolve family challenges and be given the work skills they need to achieve employment goals. In his free time, he continues to play basketball, tennis and golf.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
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March 11, 2025Low interest rates may provide an opportunity to transfer wealth with little or no gift tax cost.Read NowUS unemployment ticks slightly higher, economy adds 151K jobs in February
March 10, 2025The February 2025 jobs report was slightly weaker than expected and the unemployment rate ticked up. How might the Fed react and what does the data mean for investors?Read NowTariff delays: Uncovering the most impacted sectors
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