Andrew VanWazerAndrew VanWazer, CFAVice President, Portfolio Specialist
About Andrew
Andrew VanWazer is a Portfolio Specialist serving as the lead expert on Managed Investment Solutions for J.P. Morgan U.S. Wealth Management.
In this role, Andrew speaks directly with Portfolio Managers daily to understand the philosophy and current views across strategies. Using those insights, he helps clients establish holistic, investment portfolios that aim to achieve their unique, long-term goals and objectives. Andrew also helps convey J.P. Morgan's market views and range of managed offerings to the J.P. Morgan advisor population. As client preferences evolve, he helps develop new solutions for the Wealth Management platform.
Prior to his current role, Andrew worked as an Investment Specialist in the J.P. Morgan Private Bank in Chicago where he advised ultra-high net worth clients on their long-term investment portfolios. Previously, he held a role as a Banker Analyst where he helped support a $2.6B book of business.
Outside of his day job, Andrew co-founded the Black Analyst Forum, an organization across JPM Asset & Wealth Management designed to help diverse Analysts progress in their careers by connecting them directly with senior thought leaders. He also serves as a Mentor through the J.P. Morgan iMentor Program.
Andrew has FINRA Series 7 and 63 securities licenses and is also a CFA charterholder. He holds a B.A. in Economics from The University of Chicago where he was a subpar student-athlete (baseball). Now that his arm no longer functions properly, Andrew enjoys golf and road-tripping in his free time. Originally from Arlington Heights, IL, Andrew currently resides on the Upper East Side of Manhattan.
Insights
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July 10, 2026Oil prices can move stocks through inflation, rates and earnings – helping energy producers while pressuring consumers and fuel-heavy sectors. Learn why supply vs. demand shocks matter and what investors can do.Read NowNot a red flag: The market-economy disconnect
July 10, 2026Stock market moves have historically reflected changes in the economy, but today the relationship is driven by sector mix, AI-driven margin gains and early earnings breadth.Read Now“Buy-borrow-die": The 3-step wealth strategy explained
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June 22, 2026Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read NowWhen is a custodial account a good choice?
June 18, 2026What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now$1.5 trillion goods trade is on the line in USMCA's first test
June 18, 2026As the USMCA enters review, potentially tighter rules may shape where companies build, source and invest across North America.Read Now