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
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
Insight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
Insight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
Insight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowInsight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowInsight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowInsight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now