Richard B. EdgeRichard B. Edge, CFA®Managing DirectorWealth Partner
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
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
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
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
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember 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 NowWe 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 NowMarket 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 NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now