Jerry AltschulJerry Altschul, CIMA®Executive DirectorInvestment Associate
About Jerry
Jerry Altschul is an Executive Director and Investment Associate at J.P. Morgan Wealth Management.
Jerry draws on more than three decades of experience in investment manager research, analysis and product management. Within Maybach Partners, he is responsible for overseeing the team's equity investments, applying the knowledge he has gained to help clients mitigate risk and capitalize on a wider opportunity set. He offers a far-sighted perspective on global markets, macro-economic conditions, and monetary and fiscal policy, bolstered by the firm's award winning research.
Intellectually curious, Jerry stays abreast of market trends to help clients anticipate and understand the potential impact these factors can have on their portfolios. Working in concert with his team, he looks to manage down-side risk, while uncovering opportunities for growth. He points to the team's fiduciary mindset as a key differentiator of their approach—one that seeks a client's best interests at all times.
Jerry joined the firm in 2004. Prior to his current role with Maybach Partners, he was a member of the Investments & Advice team. In his capacity, Jerry provided asset allocation, portfolio and investment management consulting to J.P. Morgan Advisors and their clients, evaluating investment opportunities relative to a client's risk tolerance, time horizons and liquidity needs.
Earlier in his career, Jerry was a Research Analyst at Morgan Stanley, where he was responsible for investment manager research. He began his financial services career in 1992 at Prudential Securities, where he focused on managed account trading and operations. Jerry earned his MBA from Baruch College and holds the Certified Investment Management Analyst (CIMA®) designation.
Jerry enjoys spending time with his wife and their two children. Passionate about music, he plays guitar in his free time.
Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.
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
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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
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Is it all one big AI trade?
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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 NowAI’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 NowIntroduction 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 NowWill 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 NowInsight 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 NowA 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 NowRotation, 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 NowInsight 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 NowIs 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 NowInsight 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