Charles CooperCharles CooperVice PresidentWealth Advisor
About Charles
Charles Cooper is a Wealth Advisor at J.P. Morgan Wealth Management.
As a founding member of the McPharlin Cooper Group, he leverages his strong relationship management skills to deliver holistic advisory guidance for the team's high-net-worth clients and their families.
Charles believes what sets the Group apart from other wealth management practices within the financial advisory industry is its focus on both sides of the balance sheet to consider assets as well as liabilities within each individual's total financial picture. This attention to the many factors of wealth management enables him to deliver a broad suite of planning, strategic investment and executive services. Charles works very closely with the J.P. Morgan Mortgage Advisory team to address mortgage financing, lending and credit needs. He displays an intense work ethic and helps ensure that nothing falls through the cracks.
Taking a leadership path to a career in financial services, Charles graduated magna cum laude from The Citadel, the Military College of the South. He holds a B.B.A. with a concentration in Finance. Charles interned at Merrill Lynch while in school, and upon graduation, joined the firm and the team. In 2018, they transitioned to J.P. Morgan, where he is pleased to deliver financial guidance and streamlined investment solutions that have a positive effect within his community.
A native of Charleston, South Carolina, Charles resides with his wife, Sara Kate, in Chicago. In his spare time, he enjoys golf, sport fishing and volunteering with Peoples Church of Chicago. He is a foodie with an affinity for both exclusive restaurants and Southern barbeque.
Insights
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April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read NowFour reasons to consider private credit despite the headlines
April 23, 2024Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.Read Now4 key actions to consider for your portfolio for what’s to come this year
April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read NowGeopolitical unrest: Assessing market implications
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April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowWhat you need to know before buying a luxury home
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April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read Now