Pierre Follari is a Managing Director with J.P. Morgan Wealth Management. He is a professional wealth manager with over two decades of experience in financial services, and primarily serves high-net-worth individuals and families.
Pierre advises clients on their complete financial picture and spends time understanding their personal, family and business needs, discussing tax consequences, multi-generational strategies and wealth transfer. He draws upon J.P. Morgan's retirement, trust and estate, and dedicated mortgage and lending professionals as part of a client's team, providing direct access to the firm's services.
Pierre joined J.P. Morgan in 2009. Prior to J.P. Morgan, he was a Senior Vice President and Private Wealth Advisor at UBS working with multi-generational families, entrepreneurs and corporate executives. Educationally, he received a BSc Honors degree in Economics from University College London.
Pierre views his career in financial services as an opportunity to help people. He has worked with foundations for over two decades and has supported various charity and community groups over the years. Pierre was recently appointed as a Board Member of the Friends of the Aspen Animal Shelter, a non-profit organization that promotes and provides for the welfare, care and health of animals. When at home in Colorado's Roaring Fork Valley, he spends his free time skiing and hiking with his family.