Keith WebsterKeith WebsterManaging DirectorWealth Partner
Awards and Industry Recognition
Forbes
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About Keith
Keith Webster is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Keith develops long-term relationships with an accomplished clientele, streamlining the complexities of their financial lives through tailored strategy and intensive service. Entrepreneurs, C-suite executives and successful families look to him and his team as a single source for integrated wealth management, underpinned by a committed work ethic and a genuine desire to make clients' financial lives easier and more fulfilling. Endowments and foundations also look to Keith for his investment acumen and his ability to support their missions through disciplined portfolio management and a suite of philanthropic services.
Active in wealth management since 1991, Keith offers a long-term perspective refined by decades of experience unwinding the intricacies of significant wealth. He notes that his team's work is entirely customized to the parameters of each client—a singularity that strengthens their relationships. "We believe clients appreciate our ability to help them realize important goals in their lives and legacies," he notes, "lending structure to their finances and demonstrating our sincere interest in their well-being."
Keith moved to J.P. Morgan Wealth Management with his team in 2023. A nationally recognized wealth management Advisor, he previously was a Managing Director and Wealth Manager at First Republic Private Wealth Management, where he served for eight years. His experience also includes a tenure at Credit Suisse Private Bank, where he was a Director, as well as roles with Lehman Brothers Private Investment Management and Morgan Stanley, all in senior advisory roles for highnet-worth families.
A graduate of Harvard University, Keith earned his B.A. in Economics and was a member of the varsity basketball team. He earned his M.B.A. in Portfolio Management from the Anderson Graduate School of Business at UCLA. He continues to be involved with Anderson, serving as a member of the Board of Advisors for the Student Investment Fund (SIF).
Eager to give back to his community, Keith serves on the board of Boys Hope/Girls Hope of Southern California. He and his wife, Stacey, have three sons. In his free hours, Keith enjoys playing golf and spending time with good friends and family.
Insights
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
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
How to successfully gift to heirs
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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
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May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
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You’ve decided to share your wealth with family. Now what?
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The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowFamily 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 NowThe 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 NowHow 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 NowApril 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 NowHow 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 NowMay 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read NowFinancial considerations for multigenerational households
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May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowThe art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now