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."

Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2024 • 2023
Top Wealth Advisors Best-In-State
2024 • 2023 • 2022 • 2021 • 2020 • 2019

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. 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.

Insights

Retirement

3 ways to stay active while in retirement

April 16, 2024Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
Wealth Planning

Four mistakes with life insurance you don’t need (or want) to make

April 16, 2024Purchasing life insurance can feel overwhelming, but following these guidelines can make this important decision on your family’s future well-being more straightforward.Read Now
Outlook

Quick Shot: Geopolitical unrest: Assessing market implications

April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read Now
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