Andrew FirstmanAndrew FirstmanManaging DirectorWealth Partner
LinkedInAbout 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
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