Ethan LeffEthan Leff, CFA®Wealth Advisor
About Ethan
Ethan Leff is a Wealth Advisor at J.P. Morgan Wealth Management.
As a co-leader of The Babrick Team, Ethan provides tailored wealth management advice to company founders, entrepreneurs, senior executives and institutions, offering reliable leadership and focused attention to pursue clients' ambitions more effectively. He works in concert with his colleagues to advance deft coordination across multiple facets of client wealth, resulting in a more purposeful approach to the complexities that substantial wealth can pose.
Prior to moving to J.P. Morgan Wealth Management with his team in 2023, Ethan was an Associate Wealth Manager at First Republic Investment Management, where he worked for four years. Earlier, Ethan spent a year at Goldman Sachs in its Investment Management Division within Private Wealth Management, working in the San Francisco and Los Angeles offices.
Ethan earned his B.S.B.A. in Finance from Drexel University, where he graduated cum laude and completed its co-op program.
CFA® is a registered trademark owned by CFA Institute.
Insights
Outlook
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December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read NowRetirement
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowInvesting
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January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowInvesting
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read NowWealth Planning
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowWealth Planning
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January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
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