Damir MesinovicDamir Mesinovic, AIF ®, CFA®Managing DirectorWealth Partner
About Damir
Damir Mesinovic is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
As the founder of The M Group, Damir works with a select group of high-net-worth individuals, families and institutions, delivering advisory guidance and wealth planning services to help address their sophisticated objectives.
Damir applies a consultative approach to understand his clients' goals and design a strategy that aligns with the range of their needs, encompassing both sides of the balance sheet. He facilitates direct access to J.P. Morgan's powerful resources, including awardwinning research1 , expansive platforms and intellectual horsepower, to help organize the critical pillars of their financial life into a single, integrated picture.
Damir brings a focus to asset management, retirement planning, insurance/risk management, banking and lending services, and other essential elements of wealth management. His calm and level-headed style encourages clients to stay the course during challenging market periods.
A native of Yugoslavia, Damir came to the United States with his family when he was nine years old. His international heritage has fostered a global perspective and an appreciation for the value of hard work and perseverance. Damir is a graduate of UCLA, which he attended as an alumni scholar, earning a B.A. in Business Economics. He holds the Chartered Financial AnalystTM (CFA®) and Accredited Investment Fiduciary®(AIF®) designations.
Damir lives in Manhattan Beach with his wife, Heather. In his free time, he indulges his passion for travel, fine dining and attending sporting events.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
1Source: Institutional Investor, 2022
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