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Eric YaminEric YaminManaging DirectorWealth Partner
About Eric
Eric Yamin is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.
Eric delivers comprehensive family office services to highly affluent families, addressing the complex, multigenerational challenges of managing significant wealth. His team creates and maintains highly customized investment strategies based on each specific client's needs, goals and risk tolerances. These strategies are a core component of an overall wealth management plan that touches every aspect of his clients' financial lives— trust and estate planning, borrowing, gifting, real estate, hedge funds and private investments, family dynamics and many other issues that may arise across their financial lives.
Eric began his career in 1987 and brings 35 years of investment and wealth management experience to his role. He began as a real estate investment banker at Eastdil, which was 50% owned by Nomura Securities, spending five years in its offices in New York City and Los Angeles and at Nomura in Tokyo. Eric returned to New York to join the Distressed High Yield Department of Oppenheimer, which acted as both a broker and hedge fund and where he learned to value and buy corporate debt at a discount for savvy hedge funds and astute family offices. He was a Managing Director at Morgan Stanley and First Republic before joining J.P. Morgan in 2023.
A graduate of Tufts University, Eric earned a B.A. in International Relations and continued his education by completing the Private Wealth Executive Education Program sponsored by the Wharton Business School. He is actively involved with the colleges and universities his children attend: Tufts, Northwestern and UCLA.
In 2003, Eric and his family founded Cause for Celebration, a charity that supports young children and women living in homeless shelters in New York City. This important non-profit built a library at Concourse House in the Bronx for women and children transitioning to better circumstances.
Insights
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December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now![](http://dynl.mktgcdn.com/p/12a9a5ih5Zpz4Qp5S7msAgF0WDPIKdy4rRu_5pNjSH0/766x430.jpg)
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now![](http://dynl.mktgcdn.com/p/rJ9--hrIJoYswh-hehVN5AUeaW3BXyJ3RRpeE444ctI/1900x1069.jpg)
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now![](http://dynl.mktgcdn.com/p/pfslSTOXcsR8a1eF94pprLIdbjoRY8NlM97FE03Bt10/1440x810.jpg)
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now![](http://dynl.mktgcdn.com/p/GgqcRUXY6evA5eSCFBl4eyFL46zkpjuBV31BpT_-7ec/1440x810.jpg)
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now![](http://dynl.mktgcdn.com/p/U0FTqkzh2OESrKkWtI-3rCDq3CKWeHwc0O2lWBBFnEY/624x350.jpg)
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now![](http://dynl.mktgcdn.com/p/4WoYwTmyu_7IpjmCoMFDupxWb6EG-YQtpBU26GZJp2w/1440x810.jpg)
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now![](http://dynl.mktgcdn.com/p/BGAVm8JnCX3jf-ukp6Hq3h037ZNj54h5qbA3WgkOXJ8/1440x810.jpg)
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now![](http://dynl.mktgcdn.com/p/fM6I1RdnGaAEmxJG3-EFeFUB4VRK6bxmYicWsHqZSAI/766x430.jpg)
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now![](http://dynl.mktgcdn.com/p/ACZx84nreRsKXykkSaMwJqj_koliM-zsHp3t7lQXNOo/1440x810.jpg)
December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now![](http://dynl.mktgcdn.com/p/12a9a5ih5Zpz4Qp5S7msAgF0WDPIKdy4rRu_5pNjSH0/766x430.jpg)
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now![](http://dynl.mktgcdn.com/p/rJ9--hrIJoYswh-hehVN5AUeaW3BXyJ3RRpeE444ctI/1900x1069.jpg)
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now![](http://dynl.mktgcdn.com/p/pfslSTOXcsR8a1eF94pprLIdbjoRY8NlM97FE03Bt10/1440x810.jpg)
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now![](http://dynl.mktgcdn.com/p/GgqcRUXY6evA5eSCFBl4eyFL46zkpjuBV31BpT_-7ec/1440x810.jpg)
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now![](http://dynl.mktgcdn.com/p/U0FTqkzh2OESrKkWtI-3rCDq3CKWeHwc0O2lWBBFnEY/624x350.jpg)
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now![](http://dynl.mktgcdn.com/p/4WoYwTmyu_7IpjmCoMFDupxWb6EG-YQtpBU26GZJp2w/1440x810.jpg)
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now![](http://dynl.mktgcdn.com/p/BGAVm8JnCX3jf-ukp6Hq3h037ZNj54h5qbA3WgkOXJ8/1440x810.jpg)
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now![](http://dynl.mktgcdn.com/p/fM6I1RdnGaAEmxJG3-EFeFUB4VRK6bxmYicWsHqZSAI/766x430.jpg)
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now![](http://dynl.mktgcdn.com/p/_NobfLqa0Tuw8Wf6bLeHDLPyBU_z2doPwHX2iZ91dq4/1482x1000.png)