Harvey R. BoshartHarvey R. Boshart, CFA®Managing DirectorWealth Partner
LinkedInAwards and Industry Recognition
Forbes
About Harvey
Harvey Boshart is a Wealth Partner and Portfolio Manager with J.P. Morgan Wealth Management in Boston.
He provides investment management guidance for clients of Fagan, Boshart & Trumbull Wealth Management by drawing extensively on J.P. Morgan's strategists, economists and analysts to provide advice on asset allocation and manager selection. Harvey pays particular attention to the risk level of a portfolio in order to assure that clients protect their purchasing power and do not assume unnecessary risk in order to meet their income and growth goals. Utilizing both passive and active management strategies, Harvey constructs asset allocations that focus on taking advantage of the opportunities he identifies for outperformance over market cycles.
Prior to joining J.P. Morgan predecessor firm Bear Stearns in 2006, Harvey worked in various capacities at Lehman Brothers for six years.
Harvey is a graduate of Clarkson University, where he earned a B.S. in Civil and Environmental Engineering. He went on to serve as a Captain in the U.S. Army, after which he earned his M.B.A. in Finance, with high honors, from Boston University. In 2004, Harvey received his Chartered Financial Analyst® (CFA®) designation, a respected and recognized investment designation in the financial services industry. Harvey's educational background, investment knowledge and attention to detail are vital components in constructing portfolios aligned with each client's specific risk tolerance.
Harvey lives in Weston, Massachusetts, with his son and daughter. As the former Chairman of the Town of Weston Finance Committee, Harvey stays actively involved in his town's governance as a member of the Town Select Board. In his spare time, he enjoys fly fishing, the Celtics and spending time with his family.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Insights
The IPO wave is historic. So is today’s market.
June 12, 2026A surge in new equity offerings is coming at a time of immense scale and depth in the U.S. stock market.Read Now
AI tools and your privacy: What you need to know
June 10, 2026Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
What to expect at Kevin Warsh’s first Federal Reserve meeting as chair: 3 things to watch for when the FOMC meets in June
June 8, 2026The June FOMC meeting will be Kevin Warsh's first as chair. His communication style and handling of the policy statement may offer early signals about how he plans to lead the Federal Reserve moving forward.Read Now
Is the momentum trade over?
June 5, 2026With momentum dispersion at its widest since 1990, the summer calm could open the door for overlooked sectors. We examine where new leadership may emerge and what it may mean for positioning.Read Now
Jetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2026As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
Business succession planning: Building an effective team
June 4, 2026The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
Where to invest cash to boost its yield
June 1, 2026Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
If the shock doesn’t stick: Mapping out de-escalation
May 29, 2026Markets remain priced for persistent risk, but if tensions with Iran ease, investors could rotate toward unloved and less-owned sectors and regions.Read Now
What is a living trust?
May 27, 2026You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read NowThe IPO wave is historic. So is today’s market.
June 12, 2026A surge in new equity offerings is coming at a time of immense scale and depth in the U.S. stock market.Read NowAI tools and your privacy: What you need to know
June 10, 2026Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read NowWhat to expect at Kevin Warsh’s first Federal Reserve meeting as chair: 3 things to watch for when the FOMC meets in June
June 8, 2026The June FOMC meeting will be Kevin Warsh's first as chair. His communication style and handling of the policy statement may offer early signals about how he plans to lead the Federal Reserve moving forward.Read NowIs the momentum trade over?
June 5, 2026With momentum dispersion at its widest since 1990, the summer calm could open the door for overlooked sectors. We examine where new leadership may emerge and what it may mean for positioning.Read NowJetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2026As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read NowBusiness succession planning: Building an effective team
June 4, 2026The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read NowWhere to invest cash to boost its yield
June 1, 2026Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read NowIf the shock doesn’t stick: Mapping out de-escalation
May 29, 2026Markets remain priced for persistent risk, but if tensions with Iran ease, investors could rotate toward unloved and less-owned sectors and regions.Read NowWhat is a living trust?
May 27, 2026You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now