
Alec FeinsteinAlec Feinstein, AIF®Vice PresidentWealth Advisor
Awards and Industry Recognition

Forbes
About Alec
Alec Feinstein is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.
As a member of FGF Partners, Alec provides in-depth advice and strategy to high-net-worth individuals and families, helping them discern what they want to accomplish with their wealth and pursue those goals more effectively. Deeply committed to the clients he advises, Alec develops close-knit relationships with each client or family, providing them with honest advice and intensive service designed to make their financial lives easier and more fulfilling.
Alec has significant experience advising an accomplished clientele, including professionals, business owners, entrepreneurs and executives. Keenly attuned to each client's circumstances, he designs tailored investment portfolios and lending solutions that complement the financial needs of each person or family, helping them build and preserve wealth across generations.
Clients look to Alec as an attentive listener who is able to translate their goals into concrete initiatives, maintaining steady progress on their behalf. He explains that he is skilled in walking clients through "the schematic" of their portfolios, explaining the roles their investments play in their lives—a clarity that clients appreciate. Alec prides himself on his accessibility and his genuine desire to help people "find the right path" to pursue their ambitions and support a comfortable quality of life.
Prior to moving to J.P. Morgan Wealth Management with his team in 2023, Alec spent seven years with First Republic Private Wealth Management, where he started as a Client Relationship Analyst and was then promoted to Vice President and Wealth Manager. Earlier, he was a Senior Wealth Strategy Associate with UBS, where he worked for four years. Alec began his career as a commercial real estate broker—a role he held for 25 years. In this capacity, he developed a deep network of relationships in the commercial office leasing and investment communities.
Alec earned his B.S. in Business Administration with a concentration in Real Estate from the University of Southern California. He holds the Accredited Investment Fiduciary® (AIF®) designation.
In his free hours, Alec loves bringing people together and spending time with his family and friends. He and his wife, Marissa, have two daughters. Alec enjoys a variety of activities, including hiking with Kona, his much-loved standard poodle; going to the beach; attending live music events; dining; exploring new wines and traveling.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
Insights

J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
What’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
How to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
What’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
How to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now