About Christian Parfit

Offering bespoke strategies built around your needs.

My commitment to you

I take the time to understand your particular needs and those of your family and businesses. By forging genuine connections that establish trust, I help you navigate a path forward toward these important objectives. The result is designed to be both powerful and personal—a singular experience that fosters lasting relationships and helps you grow, preserve and transfer wealth for the generations to come.
My process is allocation-based, and I build tailored discretionary portfolios that align with your risk and return profiles. In doing so, I employ a range of vehicles—from traditional to alternative investments. Many of my clients are founders and wealth creators, and I am particularly skilled in helping diversify away from concentrated positions. I act as a gateway to the strengths of J.P. Morgan, scaling the firm down to a more intimate and family setting. By tapping banking, lending and other specialist resources, I provide a range of services that extend far beyond investment management and reflect the requirements of high-net-worth individuals like you.
One of the most rewarding parts of my practice is to educate younger family members and prepare them for the responsibilities to come. I work seamlessly alongside your accountants and lawyers, to ensure that the many elements of your financial life work in concert.
I am backed by J.P. Morgan, a global leader in asset and wealth management. My clients benefit from the investment platforms and fortress balance sheet of one of the largest and most respected financial organizations in the world. I have found that every client has different values, and I connect on a personal level to understand your most meaningful goals. CHRISTIAN PARFIT

Meet Our Team

Insights

Investing

Today’s U.S. real estate dilemma: Buy, build, sell now—or wait?

September 15, 2022Where the property is located may be critical in the next one to two years. We find significant disparities in short-term, potential price drops among major metro areas.Read Now
Investing

Big market swings are tough, but staying invested is crucial 

September 15, 2022Market volatility can be nerve-racking, but it can also present new opportunities. Here are five time-tested ideas for helping investors weather the storm.Read Now
Investing

Market Thoughts: Today’s key investor question is, “What’s in the price?”

September 14, 2022A hard landing isn’t reflected in market pricing, the rally is fragile and global inflation is still too high. We expect the Fed to keep fighting.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.
(305) 347-6309christian.parfit@jpmorgan.com