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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