Richard B. EdgeRichard B. Edge, CFA®
Managing Director
Wealth Partner

"I work closely with clients, employing a disciplined discovery process to understand individualized needs and acquire a comprehensive view of the entirety of their financial situations."

About Richard

Richard B. Edge is a Managing Director and Wealth Partner with J.P. Morgan. With almost 20 years of investment experience in both institutional and wealth advisory capacities, Richard provides tailored asset management services for ultra-high-net-worth families.

Richard works closely with his clients, employing a disciplined discovery process to understand individualized needs and acquire a comprehensive view of the entirety of their financial situations. From these insights, he designs personalized investment portfolios that address targeted goals and objectives.

Originally from Atlanta, Richard earned his B.B.A. in Accounting from Southern Methodist University, where he graduated magna cum laude and Beta Gamma Sigma. In 1994, Richard joined Ernst & Young LLP's Assurance and Advisory Services Group to manage and execute audits of private and public companies. After becoming a Certified Public Accountant, Richard pursued his interest in wealth advisory services and investment management. He accepted a position as Senior Consultant in the Corporate Finance Group, a division specializing in private middle-market investment banking transactions. During this time, Richard earned his Chartered Financial Analyst® designation. His five-year career with Ernst & Young culminated as a Manager within the Corporate Finance Group, charged with leading transaction teams to execute mergers and acquisitions, recapitalizations and complex financings.

In 1999, Richard began the pursuit of his M.B.A. and was chosen from a pool of applicants to attend the accelerated four-quarter program at Northwestern University's Kellogg Graduate School of Management. He graduated with distinction as the co-valedictorian, earning a second recognition to Beta Gamma Sigma, and was a recipient of the Dean's Award for Academic Achievement (4.0 GPA). After nine years each with Morgan Stanley and UBS, Richard joined J.P. Morgan in 2017, and is pleased to impart his distinctive institutional and advisory capabilities for the benefit of the team's sophisticated clients.

Richard lives in Roswell, Georgia, with his wife, Laura, and two children, Walker and Laurel. When not in the office, he races cars and enjoys golf, tennis and spending time with his family.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Insights

Investing

November Wrapped

December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
Wealth Planning

We need to talk:  Communicating your estate plan with your family

November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Investing

Market Thoughts: We've never seen a cycle like this before

November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.