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
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
Insight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
Insight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
Insight 2: Foundation of values to define culture and focus
July 22, 2025A 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 Now
What is the electric vehicle (EV) boom?
July 21, 2025Electric vehicles are taking to the road in record numbers and the entire industry is heating up. Learn about what’s happening in the EV market.Read Now
Private credit: Promising or problematic?
July 18, 2025Though it carries some risk, private credit can deliver strong returns with good management. Here’s where we see potential.Read Now
The 5 stages of managing a new inheritance
July 17, 2025There are five key stages along the path to successfully managing an inheritance. Read on for tips on navigating each.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowInsight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowInsight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowInsight 2: Foundation of values to define culture and focus
July 22, 2025A 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 NowWhat is the electric vehicle (EV) boom?
July 21, 2025Electric vehicles are taking to the road in record numbers and the entire industry is heating up. Learn about what’s happening in the EV market.Read NowPrivate credit: Promising or problematic?
July 18, 2025Though it carries some risk, private credit can deliver strong returns with good management. Here’s where we see potential.Read NowThe 5 stages of managing a new inheritance
July 17, 2025There are five key stages along the path to successfully managing an inheritance. Read on for tips on navigating each.Read Now