Pierre FollariPierre FollariManaging DirectorWealth Advisor
About Pierre
Pierre Follari is a Managing Director and Wealth Advisor at J.P. Morgan Wealth Management.
With three decades of experience working with highnet-worth individuals and families, Pierre places additional focus on the needs of international clients, family offices and institutions. He assists existing U.S. clients of J.P. Morgan who locate overseas to maintain their wealth management relationship with the bank. He also extends specialized services to prospective international clients who are relocating to the U.S. and are seeking to establish a relationship with the firm. Pierre facilitates multicurrency custody and executes portfolio transactions, supported by the global research capabilities of J.P. Morgan.
In advising both his domestic and international clients on their entire financial situation, Pierre begins by gaining a thorough understanding of their personal, family and business needs. He guides them in considering retirement planning, tax mitigation and multigenerational wealth transfer strategies.
Before joining J.P. Morgan in 2009, Pierre was a Senior Vice President and Private Wealth Advisor at UBS International, serving multigenerational families, entrepreneurs and corporate executives.
A graduate of University College London, Pierre earned a BSc. in Economics and graduated with honors.
Pierre views his financial services career as an opportunity to serve people, demonstrated by his work with foundations and support of various charity and community groups. He is a Board Member of the Friends of the Aspen Animal Shelter, which promotes the welfare, care and health of animals. Pierre lives in Colorado's Roaring Fork Valley, and in his free time, he enjoys skiing and hiking with his family
Insights
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