
Pedro FernandezPedro FernandezManaging DirectorWealth Partner
Awards and Industry Recognition


Forbes
About Pedro
Pedro Fernandez is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Pedro is a founder of The Fernandez Cabrera Group, and works with entrepreneurs and business owners to guide them in creating a cohesive wealth management strategy. He acts as a conduit to the fortress balance sheet and global capabilities of J.P. Morgan, one of the world's most respected banks.
Drawing on his experience as a corporate executive, which gives him insight into what it takes to operate a successful business, Pedro's primary focus is understanding each client's entire picture. He evaluates their assets, liabilities and their legal structure, helping to transform them into a long term wealth plan.
In a career that spans more than 35 years, Pedro has accumulated a differentiated combination of business and investment experience, most recently in investment management for 20 years. Prior to joining J.P. Morgan in 2023, he was a Senior Vice President at UBS. Previously, Pedro was a Principal at Bernstein Global Wealth Management, where he served the needs of business owners. His earlier career comprised executive and managerial positions at Andersen Consulting, Cambridge Technology Partners, Syntel and Concero before pivoting to the financial services industry.
Pedro graduated magna cum laude from the University of Miami with a B.S. in Electrical Engineering. He is actively involved in his community, having served on the Baptist Health South Florida Foundation, the Tocqueville Cabinet of the United Way and as co-chair the Perez Art Museum Miami's Corporate Luncheon.
Pedro and his wife, Nory, reside in Pinecrest.
Insights

Is it all one big AI trade?
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Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
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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
Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
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July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
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July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read Now
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
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
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
Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
What to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
AI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Fed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read Now
