Andrew FeitAndrew Feit, AIF®, CFP®Vice PresidentWealth Advisor
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About Andrew
Andrew Feit is a Vice President and a Wealth Advisor with J.P. Morgan Wealth Management.
As a partner on The Resnick Group, Andrew delivers guidance to address the sophisticated challenges high- net-worth individuals and institutional clients face. His primary focus is providing planning and investment strategies to business owners, corporate executives, financial services professionals, employer sponsored retirement plans and professional athletes.
Andrew serves as the nucleus of the team and is an advocate for his clients to pursue the goals most meaningful to them—wealth and estate planning, investment strategy implementation, banking/lending services and more. He collaborates with clients' attorneys and accountants to help ensure recommendations align holistically with each client's unique situation.
Andrew finds value in delivering a concierge and high-touch client experience in a manner akin to an outsourced CFO. By conveying a thoughtful and customized approach to each relationship, he earns clients' trust so they can focus more on their busy personal and professional lives.
Andrew has been with J.P. Morgan for six years. He joined The Resnick Group in 2019 for the opportunity to combine the power and professional resources of the organization with the robust wealth management capabilities and experience of his team. Andrew holds the CERTIFIED FINANCIAL PLANNER® designation, which enables him to formulate customized approaches that help target short- and long-term objectives. He is an Accredited Investment Fiduciary™.
Andrew graduated from the University of Missouri, earning a B.S.B.A. with a concentration in Finance and Business from the Trulaske College of Business.
Originally from St. Louis, Andrew is proud of his midwestern roots. He lives in downtown Chicago and is active in the Young Leadership Division of the Jewish United Fund. When not in the office, he enjoys golfing, listening to live music, football season and spending time with his family.
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.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
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