
René W. HenriksenRené W. HenriksenManaging DirectorWealth Partner
Awards and Industry Recognition

Forbes
About René
René Henriksen is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
René works closely with business owners, corporate executives, and other accomplished individuals, helping them design a more direct path to their goals and aspirations. With more than 25 years of experience, he offers the knowledge and perspective to help clients enact a more efficient approach to their financial lives.
Clients look to René as a collaborator and guide who appreciates what they have accomplished and what lies ahead. An attentive listener, René looks to support clients' evolution as informed stewards of their wealth, providing them with sustained leadership. He is proud of the quality and depth of his client relationships, many of which span decades. René notes that the most satisfying aspect of his role is the ability to help people—whether preparing for a liquidity event, diversifying a concentrated position, transferring wealth to the next generation, or smoothing family-wealth dynamics.
Prior to his current role, René spent seven years with First Republic Private Wealth Management, where he was a Managing Director and Wealth Manager. His career also includes tenures with UBS, where he was a Senior Vice President in Wealth Management, as well as Deutsche Bank and Donaldson, Lufkin & Jenrette. René has worked in wealth management since 1996. Earlier, he served as a U.S. Naval Officer in San Diego after completing his NROTC training at the University of Pennsylvania.
René earned his M.B.A. from the Marshall School of Business at the University of Southern California and his B.S. in Engineering from Drexel University.
Active in his community, René served for many years on the Board of United Cerebral Palsy of Orange County and has coached several youth athletic teams.
René has two adult sons. In his free time, he enjoys playing golf, watching college football, and spending time on the water.
Insights

Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Lessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 3, 2025There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Lessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 3, 2025There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now