Pedro FernandezPedro FernandezManaging DirectorWealth Partner
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
Family wealth services: Building in a more holistic approach to wealth management
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May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowFamily wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowThe value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowHow to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowApril 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowHow to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read NowMay 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
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May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowThe art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now