Andrew FirstmanAndrew Firstman
Managing Director
Wealth Partner

"Throughout my career, I have had the privilege of working with extraordinary clients and team members. I am committed to bringing them intellectual honesty, intellectual integrity and intellectual rigor every step of the way."

About Andrew

Andrew Firstman is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.

With 35-plus years of financial industry experience, Andrew has spent his career delivering clear, concise, and cost-effective wealth management strategies. His focus is on assimilating economic data flow into building blocks to identify the macro themes that can drive asset valuation, then using these insights to put money to work in a very targeted fashion. He has found that although the markets can be unpredictable, sometimes the most simple strategy can be an optimal strategy.

Before joining J.P. Morgan in 2015, Andrew was at Donaldson, Lufkin & Jenrette/Credit Suisse Securities (USA) LLC for nineteen years. He earned a B.A. with a concentration in Economics and an M.A. with a concentration in Economics and Policy from the University of Chicago, concurrently and in four years. In 2022, 2021, 2020, and 2019, he was recognized as a Forbes Best-In-State Wealth Advisor1. Since 1994, he has authored a monthly financial markets commentary and investment strategy letter to deliver a level of communication and comprehension.

Andrew lives in Atlanta and is married with six children.

1. The Forbesranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years' experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbesnor SHOOK receive a fee in exchange for rankings. Awards or rankings are not indicative of future success or results.

Insights

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