
Torren SzulukTorren SzulukExecutive DirectorWealth Partner
Awards and Industry Recognition

Forbes
About Torren
Torren Szuluk is an Executive Director and Wealth Partner with J.P. Morgan Wealth Management.
Torren works closely with high- and ultra-high-net-worth individuals who seek sophisticated guidance to address the full spectrum of today's wealth management needs. He acts as a powerful advocate, helping navigate the financial decisions necessitated by complex balance sheets and substantial assets.
The cornerstone of Torren's approach is multi-generational planning—trust and estate strategies, charitable gifting, retirement planning, wealth transfer and more. Through the use of modeling tools, he constructs portfolios that may include traditional assets as well as alternative investments, private equity, private debt and hedge funds. By building strong relationships with the entire family, he helps preserve their wealth for future generations and enhance the footprint they wish to leave on the world. He enjoys developing tailored approaches that align with the highly personalized scenarios of each client.
Over a nearly 30-year career, Torren has worked in Palm Beach and Miami—two of the most dynamic markets in Florida. He is known for delivering very responsive customer service, scaling one of the world's largest financial institutions down to a boutique level. Torren's experience spans Wachovia/Wells Fargo Private Bank of Palm Beach and UBS Private Wealth Management Palm Beach. Most recently, he was with Smith Barney/Morgan Stanley, where he was a Senior Portfolio Manager and a Director of alternative investments.
Torren earned a B.S. from North Carolina State University and holds FINRA Series 7, 31, 63 and 65 securities licenses.
Originally from the Delray, Boca Raton and West Palm Beach areas, Torren served on the Board of Operation 120, an organization that provides supportive housing and transitional life skill services to displaced and at-risk female military veterans. He is also a UHealth Champion with the University of Miami.
Torren and his wife now reside in Miami Beach. A lacrosse family, his two college aged sons play the sport at Johns Hopkins University and Roger Williams University.
Insights

AI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read Now
Introduction to succession planning for business owners
August 7, 2026A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read Now
Will the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read Now
Insight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
A family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read Now
Rotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read Now
Insight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.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’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read Now
Introduction to succession planning for business owners
August 7, 2026A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read Now
Will the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read Now
Insight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
A family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read Now
Rotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read Now
Insight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.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
