Drew SapedeDrew Sapede, CFP®, CPWA®Vice PresidentInvestment Associate
About Drew
Drew Sapede is a Vice President and Investment Associate at J.P. Morgan Wealth Management.
As an integral member of The Gray-Polverini Group, Drew serves ultra-high-net-worth individuals and legacy families, helping them enact a more strategic approach to the complexities of significant wealth. He builds deep and enduring relationships with multiple generations of client families, being mindful of their values and aspirations as he supports their efforts to pursue the lives and legacies they envision.
Drew wears many hats, bringing a depth of experience in wealth planning, investment analysis, pre-liquidity-event strategies and family wealth dynamics. He augments his advice with a tax-sensitive perspective that seeks to align all facets of a client's financial picture, from portfolio design and wealth transfer to charitable giving and business structuring. Drew's focus on a limited number of relationships results in an 'institutional memory' that positions the team to offer continuity, consistency and reliability across generations. He is known for his compassion and attention to detail and enjoys helping clients articulate what is important, which arms the team to deliver on their goals.
Often regarded as the chief operating officer for the team, Drew is instrumental in bridging wealth planning with investment management to build a consistent client experience that is notable for its immediacy and responsiveness. He coordinates regular contact to discuss the financial landscape and its impact on their scenarios and financial decision-making. He also conducts portfolio and planning reviews for the younger generation and helps guide them to become stewards of their family's wealth.
Drew began his financial services career at UBS Financial Services, serving as a Senior Banking Specialist and Senior Credit Analyst before moving to J.P. Morgan Chase Bank as a Senior Investment Analyst. He joined the team as a Vice President and Senior Private Wealth Planner at Merrill Private Wealth Management before transitioning with them to J.P. Morgan in 2024.
A graduate of Quinnipiac University, Drew earned a B.S. in Finance with a minor in Economics. Committed to professional excellence, he holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards. Drew also earned the Certified Private Wealth Advisor® designation.
Drew is a resident of Hermosa Beach and loves spending time with his daughter and son. In his free hours, he likes to surf, snowboard and play soccer. Within his community, Drew volunteers as a coach with AYSO soccer and participates in the Watch D.O.G.S. (Dads of Great Students) program at Hermosa View Elementary School.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S. Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.
Insights
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