Rene GalvanRene Galvan, CFA®Vice PresidentInvestment Associate
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
5 generational shifts reshaping family wealth planning today
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Using donor-advised funds to create college scholarships
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Toto, I don’t think it’s the Fed anymore
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September 2, 2026U.S.–Canada tariffs may have limited near-term economic impacts, but a further shift in policy – especially in autos or energy – could complicate the inflation and growth outlook.Read Now
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Should you convert your traditional IRA to a Roth IRA?
September 1, 2026Converting from a traditional IRA to a Roth IRA is a significant decision that requires careful planning. Here are some things to consider.Read Now5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read NowA historical look at the giving season
September 9, 2026The end of the year, also called giving season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowKevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read NowUsing donor-advised funds to create college scholarships
September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read NowBusiness succession planning: Valuing your business
September 8, 2026Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read NowToto, I don’t think it’s the Fed anymore
September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read NowUS-Canada trade escalation: Why autos and oil matter more than today’s tariffs
September 2, 2026U.S.–Canada tariffs may have limited near-term economic impacts, but a further shift in policy – especially in autos or energy – could complicate the inflation and growth outlook.Read NowNew York estate tax planning considerations
September 2, 2026When creating an estate plan, you and your tax and legal advisors should consider state laws as well as federal rules. Here are key items for people with New York State ties.Read NowShould you convert your traditional IRA to a Roth IRA?
September 1, 2026Converting from a traditional IRA to a Roth IRA is a significant decision that requires careful planning. Here are some things to consider.Read Now