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
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring 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
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
3 ways to stay active while in retirement
May 5, 2025Staying 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
The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now
What is the wash sale rule?
April 29, 2025The 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
Threading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read Now
Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowFinancial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read NowThe art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring 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 NowWhat April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read NowAI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now3 ways to stay active while in retirement
May 5, 2025Staying 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 NowThe first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read NowWhat is the wash sale rule?
April 29, 2025The 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 NowThreading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read NowWhy cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now