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Andrew FeitAndrew Feit, AIF®, CFP®Vice PresidentWealth Advisor
Awards and Industry Recognition
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Forbes
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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December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now