About Everett

Everett Puri is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.

He has been with the firm since 2013 and provides discretionary asset management services for high- and ultra-high-net-worth individuals and their families.

Through Everett's strong understanding of macroeconomic and market environments, he develops portfolios that are designed to preserve capital and generate income. He is a member of the J.P. Morgan Wealth Management Portfolio Manager Program, which is comprised of a small group of advisors who manage discretionary client portfolios and are subject to regular quantitative and qualitative review.

A graduate of the University of the South, Everett has held the Chartered Financial Analyst® designation since 1992 and brings rigorous due diligence to attend to the comprehensive wealth management needs of each client.

Active in his community, Everett serves on the board of The Episcopal Preaching Foundation and as a Trustee and Regent for his alma mater. He and his wife, Lombard, serve as presidents of the parent council at Hamden-Sydney College. They attend St. Phillips Cathedral and Everett has been involved with the Atlanta area Boy Scouts.

Wealth Planning

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