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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July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowInsight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowInsight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowThree big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowQuick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowWhat’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowInsight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now