Carl PestelosCarl PestelosVice PresidentWealth Advisor
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About Carl
Carl Pestelos is a Vice President and Wealth Advisor with J.P. Morgan Wealth Management.
He is also a Portfolio Manager in the J.P. Morgan Securities Portfolio Manager Program; Carl has been approved to manage discretionary client portfolios and is subject to regular reviews to evaluate his investment strategies. 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 their 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 and his team spent nine years at UBS and in 2017 joined J.P. Morgan; drawn to the firm's diverse investment platform, award-winning research1 and wide range of professional resources. Carl is an Accredited Investment Fiduciary®(AIF®) and holds FINRA Series 7, 31 and 66 securities licenses.
Carl resides in El Segundo, California, with his wife and two children. 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.
Insights
Is it all one big AI trade?
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Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
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July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read NowIs it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowInsight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowWhat to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowAI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowFed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read Now