Abe PuertoAbe PuertoExecutive Driector, Head of Defined Contribution (D.C.) Consulting
About Abe
Abe Puerto is an Executive Director and the Head of D.C. Consulting at J.P. Morgan Wealth Management.
Abe is a dedicated and accomplished leader in the institutional and retirement plan industry. He offers strategic direction and guidance to his specialized team, which guides clients in establishing and managing a wide array of defined contribution and other retirement planning products. He taps the breadth of J.P. Morgan offerings, including 401(k), 403(b), 457, SEP IRA and both traditional and cash balance defined benefit plans.
Abe brings over two decades of industry experience in a variety of leadership roles. He joined J.P. Morgan in 2023 after more than a decade at UBS, where, as Head of the Retirement Plan Relationship Management team, he launched a strategic initiative to drive new plan sales with top retirement plan providers. In his role as Head of Institutional Consulting there, he strategically grew the firm's $50B Endowment, Foundation and Pension consulting business by refining the program to enhance service delivery to the firm's institutional clients.
In his previous role as Head of Consulting Program Management, Abe led a team that generated substantial asset and revenue growth through a traditional FA- centric distribution model. His tenure as Executive Director and Head of D.C. Program Management saw him oversee the firm's $100B held-away retirement businesses, resulting in 20% year-over-year growth in AUM and contracts.
Abe's professional journey includes a role as Vice President at Morgan Stanley, where he managed the Alliance Partner Platform and led due diligence for new retirement plan providers. He launched his career at Diversified Investment Advisors, where he facilitated the onboarding of large market retirement plan clients. He holds a B.A. from SUNY Geneseo.
In his free time, Abe enjoys spending time with his wife, Amy, two daughters, Allie and Anna, and their dog, Bear.
Insights
Insight 6: Active cross-generational stakeholder alliance
August 11, 2025As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
Are we seeing irrational exuberance in the market? We don’t think so
August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read Now
Insight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowInsight 6: Active cross-generational stakeholder alliance
August 11, 2025As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowAre we seeing irrational exuberance in the market? We don’t think so
August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read NowInsight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowJuly Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now