
Carl PestelosCarl PestelosWealth Advisor
About Carl
Carl Pestelos is a Wealth Advisor with J.P. Morgan Wealth Management. As a valued partner of The Hamlin Fine Group, he offers holistic advisory services to high-net-worth individuals that address the full complement of their financial concerns.
Carl invests the time to develop a deep understanding of a client's income and lifestyle requirements, risk tolerance and time horizons. He believes each client has his or her own personal scenario, whether they seek asset diversification, capital preservation, income generation, are experiencing a liquidity event, or wish to secure the financial future for the next generation. Carl pairs this knowledge with the full intellectual capital and resources of J.P. Morgan by providing access to trust and estate services, philanthropy ideas, concierge banking, mortgages and lending facilities.
Drawing on over 15 years of experience in wealth management, Carl helps his clients define their goals and objectives, and constructs tailored investment portfolios that emphasize asset preservation and long-term growth. His investment philosophy is one based on trust and transparency; Carl is committed to ensuring that his clients understand the strategies and vehicles they are invested in as well as the rationale and research behind them. Once a portfolio is constructed, Carl's involvement is constant and hands-on; he conducts ongoing reviews and updates investment strategies to reflect evolving market conditions and changes to personal situations.
A native of Chicago, Carl spent the majority of his youth in Orange County, California. He attended the University of California Los Angeles and received degrees in both Economics and Political Science. Carl began his financial career as an Analyst and Advisor at Morgan Stanley. Most recently, he spent nine years at UBS with the other members of his team, and holds the Series 7, 31 and 66 licenses. In 2017, Carl joined J.P. Morgan, drawn to the firm's diverse investment platforms, award-winning research and wide range of professional resources.
Carl resides in El Segundo, California, with his wife and daughter. He enjoys the outdoors and staying active. A passionate runner and alpinist, Carl enjoys competing in marathons and triathlons, and is a member of both the American Alpine Club and Los Angeles Triathlon Club. Dedicated to giving back, he is a member and volunteers his time with Team-In-Training, a charitable organization that raises money for the Leukemia & Lymphoma Society.
Insights

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June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
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May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now