Chris Rezek Sr.Chris Rezek Sr., CFP®
Managing Director
Wealth Partner

"“I focus on scaling the global capabilities of J.P. Morgan down to an individual and bespoke level to develop long-term diversified portfolios, including alternative investments when appropriate”"

Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In-State
2024

About Chris

Chris Rezek Sr. is a Managing Director and Wealth Advisor at J.P. Morgan Wealth Management.

As a founder of The CR | BI Group, Chris offers a range of comprehensive planning and investment guidance to high-net-worth individuals and their families, foundations and endowments. His focus is on scaling the global capabilities of J.P. Morgan down to an individual and bespoke level.

Chris begins by employing a wealth planning process to uncover your short- and long-term goals. His team considers both sides of your balance sheet to prepare a roadmap encompassing your complete financial picture. Chris and The CR | BI Group evaluate and select top-tier investment managers to develop long-term diversified portfolios, including alternative investments when appropriate.

On-going portfolio management includes tracking fluctuating market conditions and tactically allocating to capitalize on near-term opportunities.

Chris is a graduate of the Fisher School of Business at The Ohio State University and holds a B.S. in Business Administration. He is a CERTIFIED FINANCIAL PLANNERprofessional with nearly 25 years of financial services experience.

Chris began his career at Bernstein's West Palm Beach location, creating investment advisory strategies for private clients. In 2005, he opened Bernstein's Atlanta office and served as the Managing Director for 12 years. In addition to his leadership responsibilities for the Southeast teams, he applied his strong advisory capabilities to address the wealth management needs of individual clients.

Active in his community, Chris and his wife, Denise, reside in Atlanta and support the Chastain Park Conservancy. He is a member of the Investment Committee for Mercy Care Atlanta Foundation and previously served on the Fisher School of Business Alumni Board for five years. Chris is a member of the Atlanta Estate Planning Council and the Financial Planning Association. When not in the office or with clients, he enjoys running and is an avid golfer.

CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by the CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.

Insights

Outlook

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