Greg FarberGreg FarberExecutive Director, Wealth Planning and Advice
About Greg
Greg Farber is an Executive Director on the Goals Based Strategy team at J.P. Morgan Wealth Management.
He partners with Private Client Advisors to support all elements of a goals-based approach to wealth management.
Greg focuses on the holistic requirements of each client and delivers comprehensive strategies to care for the entirety of their needs. He employs a planning framework to develop customized strategies to help clients meet present and future financial objectives. Greg serves as an experienced resource to address educational and retirement needs and other personal wealth management considerations. He is especially adept at opening up the breadth of opportunities derived from effective trust and estate planning.
With over 25 years of financial industry background, Greg has built a reputation as a successful financial advisor and wealth planner. He began his career at A.G. Edwards & Sons and has served in client-facing roles at companies including Oppenheimer and Calamos Wealth Management. Throughout these experiences, Greg has most enjoyed the opportunity to interact with high-net-worth individuals and help them pursue their personalized goals.
He rejoined J.P. Morgan in 2018 for the chance to couple his advisory guidance with the intellectual capital, quality research and entrepreneurial environment of one of the most well-renowned financial institutions in the world.
Greg graduated from the Gies College of Business at the University of Illinois Urbana-Champaign with a B.S. in Finance and then earned an MBA from the Olin Business School at Washington University in St. Louis. Always interested in professional development, Greg is a Certified Financial Planner (CFP®), Certified Investment Management Analyst® (CIMA®) and an Accredited Investment Fiduciary (AIF®). Greg lives in Naperville, Illinois with his wife and 2 daughters. He plays an influential role in his local community and was the President of White Eagle Golf Club for 3 years, 2015 through 2017, and served as a Director from 2008 through 2013.
Insights
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June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read Now