Roland PritchettRoland PritchettManaging DirectorWealth Partner
About Roland
Roland Pritchett is a Managing Director and a Wealth Partner with J.P. Morgan Wealth Management. He serves as the primary Relationship Manager for The Pritchett Group's clients, who include entrepreneurs, corporate executives and high-net-worth individuals. Roland's experience in fixed income helps his clients, and he enjoys constructing portfolios and providing tactical asset allocation guidance on their investible assets to reflect either changing market conditions or their personal situations. He employs the firm's breadth of resources, including lending capabilities, investment and commercial banking, and exclusive money management strategies to help his clients meet their goals.
Roland's 23 years in the industry grew from his solid financial background and observing his father's experience as an investment advisor. His experience spans periods of extreme volatility, from which he developed a disciplined process to help assess his clients' risk parameters and position their portfolios to withstand inevitable market fluctuations. He and his team differentiate themselves by providing unique experience and an investment philosophy. Each team member is committed to providing clients with exceptional service.
Beginning his career at Kidder Peabody (now UBS) from 1992 to 1994, Roland moved to Prudential Securities fixed income sales and trading from 1994 to 1999. He then moved to the Private Wealth Management (PWM) business and helped open the first Morgan Stanley PWM office in Atlanta from 1999 to 2005. Roland returned to UBS from 2005 to 2013, where he became a Managing Director and was a member of the Chairman's Council for six years. He joined J.P. Morgan in 2013.
Roland grew up in Sandy Springs, Georgia, and played football at Boston College, graduating with both a B.S. and an M.S. in Finance. He now lives in Atlanta, and in his spare time enjoys skiing, boating, philanthropy and spending time with his two daughters at the family vacation home on Oconee Lake.
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