Awards and Industry Recognition

Forbes

Next-Gen Wealth Advisors Best-In-State
2025
Top Wealth Management Teams Best-In-State
2026
Top Wealth Advisors Best-In State
2026

About Christian

Christian Parfit is a Vice President and Wealth Partner at J.P. Morgan Wealth Management, leading investment strategies and advice for The Churchill Group.

In his role, Christian governs portfolio diagnostics, asset allocation construction and securities selection across U.S. and international client portfolios. Additionally, he oversees third-party manager selection across fixed income and equity asset classes in both private and public markets.

Prior to 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., Caribbean 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

Markets and Economy

Is it all one big AI trade?

July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now
Family Legacy

Insight 4: Initiate interdependent ‘pillars’ separating family and business governance

July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
Markets and Economy

AI use is exploding. So are the bills.

July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
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