
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

3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read Now
AI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Think before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read Now
Protect your passion: Make the most of your car collection
July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read Now
A half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now
5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Paying with debt: How to leverage your investments
June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read Now
AI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Think before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read Now
Protect your passion: Make the most of your car collection
July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read Now
A half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now
5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Paying with debt: How to leverage your investments
June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now