Andrew FeitAndrew Feit, CFP®, AIF®Wealth Advisor
LinkedInAbout Andrew
Andrew Feit is a Wealth Advisor with J.P. Morgan Wealth Management. He is a member of The Resnick Group, and delivers advisory guidance to address the sophisticated challenges that high-net-worth individuals and institutional clients face.
With a penchant for building strong connections, Andrew serves as an advocate to help families pursue the goals that are most meaningful to them—using wealth management tools, retirement planning, investment strategies, banking/lending services and more. He collaborates alongside clients' attorneys and accountants to help ensure that all recommendations align with the entirety of each individualized scenario.
Andrew leads the team's efforts to provide fiduciary advisory services to corporate defined contribution plans. He blends his consulting capabilities and planning background to oversee the robust suite of customized services in J.P. Morgan's Defined Contribution Plan Consulting Program.
Andrew is a graduate of the University of Missouri, where he earned a B.S.B.A. with a concentration in Finance and Business from the Trulaske College of Business. While in school, he was the Marketing Coordinator for Rock-a-Thon, a charitable event hosted by Alpha Epsilon Pi, to raise funds for the American Cancer Society.
Acting upon a longtime interest in pursuing a career in financial services, Andrew sought several strategic placements during his time in college to help him develop capabilities in the field. He interned as a Summer Analyst at the Moneta Group, a boutique registered investment advisory. He also served as a Summer Analyst at Fidelity Investments as a rising Senior.
Most recently, Andrew was a Banker with JPMorgan Chase in Dallas, offering holistic planning services for individuals and families. In 2019, he joined The Resnick Group for the opportunity to deliver the power and professional resources of the organization together with the robust wealth management capabilities and experience of his team. He holds the Certified Financial Planner™ designation, which enables him to formulate customized approaches that help target short- and long-term objectives.
Originally from St. Louis, Andrew lives in downtown Chicago. He 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.
CFP® and CERTIFIED FINANCIAL PLANNERTM are registered trademarks owned by Certified Financial Planner Board of Standards, Inc. 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.
Insights
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December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
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November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
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