Awards and Industry Recognition

Forbes

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

Retirement and estate planning for unmarried couples

September 12, 2024Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
Business

Business succession planning: Valuing your business

September 12, 2024Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
Outlook

August 2024 CPI Report: Inflation cooled, edging closer to the Fed's target

September 12, 2024The August 2024 CPI report moderated to 2.5% year-over-year, cementing the likelihood that the Fed will begin cutting rates next week.Read Now
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