Kevin GildeaKevin GildeaExecutive DirectorWealth Advisor
About Kevin
Kevin Gildea is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.
As the founder of The Gildea Group, Kevin delivers investment advice to high-net-worth individuals, families and small institutions who seek a source of seasoned guidance for their complex financial scenarios. His focus is on helping them to preserve and grow their wealth so they can enjoy the lifestyle they envision.
Drawing on nearly 35 years of experience through multiple market cycles, Kevin has found that at the end of the day, the only financial elements one can control are fees and taxes. He keeps his eye on asset allocations and the overall risk of a portfolio and looks for tax-efficient investments that have a fair margin of safety built in. This disciplined value approach aims to avoid speculation and is designed to protect individuals from major drawdowns. Clients describe him as patient and even-keeled, someone they can trust to help them stay the course through both good and challenging markets.
Kevin has spent his entire career at J.P. Morgan after graduating with a B.S. in Accounting from Marquette University's College of Business. He is an Accredited Investment Fiduciary® with a strong background in retirement plan solutions for individuals and corporations.
An Evans Scholar who earned a full ride to college through the Western Golf Association/Evans Scholars Foundation, Kevin stays true to the organization's mission of preparing young caddies to become leaders who give back so that others may follow. He continues to support their fundraising efforts and is proud they have surpassed 11,800 scholarships awarded since the inception of the program.
Kevin and his wife live in Palos Park and have successfully launched two daughters into adulthood. When he is not at work, his favorite thing to do is spend time with his family. They enjoy biking, hiking and sailing on Lake Michigan.
Insights
What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowWhat’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
How to successfully gift to heirs
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How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read NowWhat’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowWhat’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowFamily wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowThe value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowApril 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowHow to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowHow to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read NowMay 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read NowFinancial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now