Chris RezekChris Rezek, CFP®Managing DirectorWealth Advisor
About Chris
Chris Rezek is a Managing Director and Wealth Advisor with J.P. Morgan Wealth Management. He provides tailored and comprehensive investment planning and asset allocation advice to high-net-worth individuals and their families, foundations and endowments.
Chris employs a thorough discovery process to identify each client's unique goals, objectives and risk profile. He integrates these inputs with investment planning tools and simulations to explore potential trade-offs and outcomes. Chris carefully considers both sides of the balance sheet and the entirety of a client's financial picture to develop a suitable roadmap to help pursue personalized wealth management objectives. He implements these plans utilizing a mix of investment vehicles and third-party managers chosen specifically for each client.
A graduate of the Fisher School of Business at the Ohio State University, Chris holds a B.S. in Business Administration. He is a CERTIFIED FINANCIAL PLANNER™ professional with 20 years of financial services experience. He began his career at Bernstein in its West Palm Beach location, delivering investment advisory strategies to private clients. In 2005, he opened Bernstein's Atlanta office and for 12 years served as the Managing Director. In addition to his leadership responsibilities for the Southeast teams, Chris utilized his strong advisory capabilities to address the wealth management needs of his individual clients.
Active in his community, Chris and his family reside in Atlanta and support the Chastain Park Conservancy. He is a member of the Investment Committee for Mercy Care Atlanta Foundation and previously served on the Fisher School of Business Alumni Board for five years. Chris is a member of the Atlanta Estate Planning Council and the Financial Planning Association. When not in the office or with clients, he enjoys running, golf and tennis.
CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by the CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.
Insights
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
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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
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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
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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
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Midterm elections preview: Potential outcomes and market implications
October 27, 2022With just two weeks to go before voters hit the polls, consider this breakdown of what’s at stake and why it matters for portfolios.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 NowMidterm elections preview: Potential outcomes and market implications
October 27, 2022With just two weeks to go before voters hit the polls, consider this breakdown of what’s at stake and why it matters for portfolios.Read Now