Christian ParfitChristian ParfitVice PresidentWealth Advisor
About Christian
Christian Parfit is a Vice President and Wealth Advisor with J.P. Morgan Wealth Management.
He works closely with a diverse range of successful individuals including attorneys, members of the medical and healthcare communities, financial and insurance/ reinsurance executives who have built a prosperous career and seek guidance to transform their hard work into a sustainable legacy. His objective is to help wealthy individuals meet and exceed their financial goals. By leveraging the full breath of services at J.P. Morgan and taking a holistic approach to each client's balance sheet, Christian is able to build a tailored investment plan that reflects their personalized needs.
Before joining J.P. Morgan, Christian was with UBS, where he held roles within the Global Wealth Management division, operating from both South and North America. He began as a Senior Wealth Strategist and rose to Vice President and Private Wealth Advisor, working with select clients from the U.S. and Bermuda to guide them through their sophisticated financial opportunities and challenges.
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
The SECURE Act 2.0: Saving for retirement could be easier
January 29, 2023The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read Now
5 facts for investors to consider
January 26, 2023Bond market boom. Housing finding a footing. Europe’s surprise strength. Here are a few compelling market moments for the week.Read Now
Debt ceiling drama: What you need to know
January 19, 2023Increased volatility could follow as policymakers work on a deal. Meanwhile, keep the focus on your long-term investment plan.Read Now
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10 actions to help you take charge of your personal finances
January 18, 2023There’s a lot you might do, right now, to help set yourself up for a good 2023.Read Now
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January 18, 2023Semiconductors power everything from smartphones to electric vehicles. We think the sector’s battered stocks look primed for recovery.Read Now
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January 17, 2023The new year can set the stage for new beginnings. For those of you looking to better manage your finances, here are three strategies rooted in behavioral science.Read Now
Inflation cools but is growth next?
January 12, 2023The full impact of Fed tightening has yet to be felt, and a pause isn’t likely to negate the slowdown ahead.Read Now
When it comes to investing, look ahead instead of in the rearview mirror
January 8, 2023Yin and yang. Salt and pepper. Hall and Oates. Markets and the economy?Read NowThe SECURE Act 2.0: Saving for retirement could be easier
January 29, 2023The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read Now5 facts for investors to consider
January 26, 2023Bond market boom. Housing finding a footing. Europe’s surprise strength. Here are a few compelling market moments for the week.Read NowDebt ceiling drama: What you need to know
January 19, 2023Increased volatility could follow as policymakers work on a deal. Meanwhile, keep the focus on your long-term investment plan.Read NowPhilanthropy trends today: 3 ways to supercharge your impact
January 19, 2023Giving strategies we’re seeing around the world might inspire you.Read Now10 actions to help you take charge of your personal finances
January 18, 2023There’s a lot you might do, right now, to help set yourself up for a good 2023.Read NowWhy semiconductors could be the comeback kings of 2023
January 18, 2023Semiconductors power everything from smartphones to electric vehicles. We think the sector’s battered stocks look primed for recovery.Read NowNew year, new perspective (on your financial future)
January 17, 2023The new year can set the stage for new beginnings. For those of you looking to better manage your finances, here are three strategies rooted in behavioral science.Read NowInflation cools but is growth next?
January 12, 2023The full impact of Fed tightening has yet to be felt, and a pause isn’t likely to negate the slowdown ahead.Read NowWhen it comes to investing, look ahead instead of in the rearview mirror
January 8, 2023Yin and yang. Salt and pepper. Hall and Oates. Markets and the economy?Read Now