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
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August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
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July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now