About Rene

Rene Galvan is a Vice President and Investment Associate at J.P. Morgan Wealth Management.

As a member of The Amar Group, Rene provides execution and implementation support for high-net-worth individuals and families. His responsibilities include preparing financial documents, executing trades, addressing inquiries and handling ad hoc requests. He works diligently to support the team’s day-to-day portfolio and trading activities.

Rene joined J.P. Morgan Wealth Management in 2026, bringing eight years of financial services experience to his role. He began his career in 2018 at William Blair as a Client Relationship Associate and later advanced to an Investment Associate role, gaining valuable experience and developing a strong attention to detail. Rene earned a B.S. in Finance from the University of Illinois at Chicago. A Chartered Financial Analyst® designee and member of the CFA Society Chicago, he maintains a strong interest in financial markets and ongoing professional development.

Outside of the office, Rene enjoys traveling, running and following sports. He also likes to spend time outdoors with his wife and their German Shepherd.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Insights

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