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
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August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read Now
Insight 1: Build and sustain a ‘great’ extended family
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Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
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August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read NowIntroduction to succession planning for business owners
August 7, 2026A 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 NowWill the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read NowInsight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowA family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read NowRotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read NowInsight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowIs it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now