Christian ParfitChristian ParfitVice PresidentWealth Advisor
LinkedInAbout Christian
Christian Parfit is a Vice President at J.P. Morgan, providing capital markets access to families and private institutions.
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He takes a holistic approach to their balance sheet, leveraging the global platform to provide:
Investment strategies
>> Asset management and discretionary mandates
>> Market execution: equities, fixed income, foreign exchange and options
>> Hypothecation and paid security lending
Banking & lending
>> Deposit accounts and a full suite of banking capabilities
>> Mortgages, security backed lending & margin
>> Bridge financing & custom lending
Investment bank partnership
>> Industry coverage
>> Mergers & acquisitions
>> Capital markets
>> Corporate financial advisory
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Before joining J.P. Morgan, Christian was a Vice President at UBS, where he held several roles within the Global Wealth Management division. He operated from both South and North America to provide institutional and wealth management capabilities to select clients from the U.S. and Bermuda.
Christian completed his M.S. at the University of Miami School of Business and earned a B.A. at Wake Forest University. Passionate about participating in the development of the next generation of students and professionals, he recently completed his term as a board member of the University of Miami Leadership Institute.
Insights
Does it matter if the Fed cuts?
April 12, 2024If growth is solid and inflation doesn’t reaccelerate, we continue to see opportunity for investors.Read Now
March 2024 CPI report: Slightly increased inflation may not sit well with the Fed
April 11, 2024The March 2024 CPI report will not sit well with the Fed as inflation is slightly up. Learn more here.Read Now
What is the wash sale rule?
April 11, 2024The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
March 2024 jobs report: 303,000 jobs added, marking an acceleration
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Eye on the market: The good, the bad and the ugly: On tech valuations, AI, energy and U.S. politics
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Transgender adults can face estate planning hurdles. Here are some ways to help navigate these challenges
March 25, 2024Transgender adults can face unique challenges in regard to financial and estate planning, but there are steps you can take to make it easier. Here’s what you can do about it.Read NowDoes it matter if the Fed cuts?
April 12, 2024If growth is solid and inflation doesn’t reaccelerate, we continue to see opportunity for investors.Read NowMarch 2024 CPI report: Slightly increased inflation may not sit well with the Fed
April 11, 2024The March 2024 CPI report will not sit well with the Fed as inflation is slightly up. Learn more here.Read NowWhat is the wash sale rule?
April 11, 2024The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowMarch 2024 jobs report: 303,000 jobs added, marking an acceleration
April 8, 2024The U.S. economy added 303,000 jobs in March, signaling a still strong labor market.Read NowNonprofit, not-for-profit and for-profit charities: What’s the difference?
April 8, 2024Before you donate, know the difference between a non-profit, not-for-profit and for-profit charity. Learn more here.Read NowZooming out to see the 3 largest trends of Q1
April 5, 2024Inflation, growth and the markets – here’s what you should know now.Read NowEye on the market: The good, the bad and the ugly: On tech valuations, AI, energy and U.S. politics
April 2, 2024The latest Eye on The Market discusses the good, the bad and the ugly with tech valuations, AI, energy and U.S. politics.Read NowBubble or bliss? Why we think stocks could grind higher.
March 28, 2024The market has made over 20 new highs this year. Here’s what’s driving it and why the gains could continue.Read NowTransgender adults can face estate planning hurdles. Here are some ways to help navigate these challenges
March 25, 2024Transgender adults can face unique challenges in regard to financial and estate planning, but there are steps you can take to make it easier. Here’s what you can do about it.Read Now