
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 Wealth Management.
With 28 years of investment experience in both institutional and wealth advisory capacities, Richard provides tailored asset management services for ultrahigh-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 situation. 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, he 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 financial 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 receiving 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

A half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now
Protect your passion: Make the most of your car collection
July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read Now
5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Paying with debt: How to leverage your investments
June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
How to pass down the family vacation home
June 23, 2025Careful 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 Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
A half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now
Protect your passion: Make the most of your car collection
July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read Now
5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Paying with debt: How to leverage your investments
June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
How to pass down the family vacation home
June 23, 2025Careful 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 Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now