Chris RezekChris Rezek, CFP®Managing DirectorWealth Advisor
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.
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