Christopher SheetsChristopher SheetsExecutive DirectorWealth Partner
LinkedInAwards and Industry Recognition
Forbes
About Christopher
Christopher Sheets is an Executive Director and Wealth Partner with J.P. Morgan Wealth Management.
As a co-founder of the Sheets Green Group, Chris leverages his background in capital markets and wealth planning to deliver guidance that can address the complex objectives of high-net-worth individuals.
Chris employs a due diligence process to design asset allocations that align with personalized goals, often utilizing investments in the alternative and private investments space which may help significantly enhance risk-adjusted returns over that of traditional stock and bond portfolios.
He has a particular affinity for helping business owners with the specific requirements of pre- and post-liquidity planning, and the potential for meaningfully improving post-sale outcomes for families considering the sale of a closely held business.
A graduate of the University of Colorado, Chris holds a B.S. in Business Administration from the Leeds School of Business with a minor equivalency in Economics. He earned a dual Area of Emphasis in both Marketing and International Business. As part of his schooling, Chris studied abroad with Semester at Sea, a shipboard program that offers experiential learning opportunities in international ports around the globe. This adventure immersed him in many of the world's diverse economies and fueled his interest in global markets.
For the first 10 years of his professional life, Chris held multiple business development roles working for both J & J Industries and one of the portfolio companies of Berkshire Hathaway. For the past 18 years, he has served as a Financial Advisor, most recently at Bernstein Private Wealth Management, where he was named Principal in 2007, and as a leader in the Houston office, being named to the Senior Investment Advisors Group in 2009. Chris joined J.P. Morgan in 2018, attracted by the firm's entrepreneurial environment and client-centric resources.
A resident of Houston, Chris and his wife, Julie, have two sons, Cameron and Sean, and enjoy the boys' many athletic activities. In his down time, he enjoys sharing his lifelong love of boating with them. Chris raises funds for SEARCH Homeless Services, an organization dedicated to helping thousands of individuals and families move from the streets into jobs and safe, stable homes. He and his family play a meaningful role in their local community and give back to worthy causes close to their hearts.
- Memorial High School Booster Club
- Memorial Drive Presbyterian Church
- Sandalwood Civic Club
Insights
How AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now
Eye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now
Insight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
Insight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
Three big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read Now
Quick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read Now
What’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
Insight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
June 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read NowHow AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read NowEye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowInsight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowInsight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowThree big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowQuick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowWhat’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowInsight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now