Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2024
America's Top Wealth Management Teams
2024 • 2023
Top Wealth Advisors Best-In-State
2024
America's Top Wealth Advisors
2024

Barron’s

Top 100 Financial Advisors
2024 • 2023 • 2022 • 2021 • 2020
Top 1,200 Financial Advisors
2024 • 2023 • 2022 • 2021 • 2020
Top 100 Private Wealth Management Teams
2023 • 2021
Top 250 Private Wealth Management Teams
2024

About Matthew

Matthew Babrick is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.

A nationally recognized wealth manager, Matthew has over 20 years of experience working with families and foundations to help them achieve their financial goals.

Prior to joining J.P. Morgan Wealth Management in 2023, Matthew was a Senior Managing Director and Wealth Manager at First Republic Investment Management, which he joined in 2018. Prior to First Republic, he was a Vice President at Goldman Sachs' Investment Management Division. As a top producer at Goldman Sachs, he was on the firm's Advisor's Council, where he advised some of the firm's largest clients in the Southwestern United States.

Matthew earned his M.B.A. from the Marshall School of Business at the University of Southern California and his B.A. from the Kelley School of Business at Indiana University. Matthew received a basketball scholarship from Indiana University under renowned basketball coach Bob Knight. After receiving his undergraduate degree, he served as a men's basketball scout at Stanford University.

Committed to public service and his local community, Matthew serves on the board of directors for the Alliance for Children's Rights, American Friends of Hebrew University, the Anti-Defamation League, and the Constitutional Rights Foundation.

Insights

Wealth Planning

Providing for your loved ones during your lifetime

December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Outlook

December 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts

December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read Now
Business

Incentive stock options and the AMT

December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.