Jeffrey AtwoodJeffrey AtwoodManaging DirectorWealth Partner
About Jeffrey
Jeffrey Atwood is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
An integral member of The Atwood Group, Jeff leverages his experience gained over the course of a 30-plus-year career to offer tailored wealth strategies and cohesive implementation to a select group of individuals and families throughout the United States. His extensive knowledge base allows him to drill into each client's specific financial priorities, then pursue them through the deft integration of the firm's stellar breadth of capabilities. Jeff is particularly skilled in the tactical management and rebalancing of client portfolios. As an experienced relationship manager to large, multi-generational families, he is keenly attuned to the opportunities and challenges inherent in preserving and transferring substantial wealth.
Jeff and his team joined J.P. Morgan in 2023 from First Republic, where he served as a Managing Director and Wealth Manager. Previously, he was a Private Wealth Advisor and Senior Vice President for The Atwood Group within Merrill Lynch's Private Banking and Investment Group. He began his career working on the Institutional Equity Desk at Oppenheimer and Brown Brothers Harriman.
Jeff is a graduate of the University of Colorado. Active in his community, he supports a number of organizations in the Boston area and is involved in fundraising initiatives for the Taft School in Watertown, Connecticut. He is a former board member of City Year Boston.
Insights
Is The “Trump Trade” A Good Deal?
July 26, 2024We assess whether there could be real market impact and how investors might prepare.Read Now
How AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now
Eye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now
Insight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
Insight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
Quick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read Now
Three big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read Now
What’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
Insight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowIs The “Trump Trade” A Good Deal?
July 26, 2024We assess whether there could be real market impact and how investors might prepare.Read NowHow AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read NowEye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowInsight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowInsight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowQuick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowThree big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowWhat’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowInsight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now