Seth GoldmanSeth Goldman, CFP®Executive DirectorWealth Advisor
About Seth
Seth Goldman is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management. He develops asset management strategies that address the complexities of significant capital.
A seasoned professional with over two decades of experience, Seth manages portfolios for corporate executives, business owners, medical professionals and retirees. He works directly with clients to develop tailored and appropriate strategies to limit their downside risk.
As a practitioner of holistic wealth management, Seth is pleased to offer clients a boutique experience coupled with the wide breadth of J.P. Morgan's industryleading resources. These include institutional research, intellectual capital, trust and estate capabilities, mortgages, lending and credit products that help address individualized financial goals. He devotes his attention to carefully monitoring and adjusting portfolios, and attending to the entirety of each individual's wealth.
A graduate of Alfred University, Seth earned a B.A. in Political Science. He holds the CERTIFIED FINANCIAL PLANNER® credential, one of the most respected designations in wealth management. He is currently a member of the Certified Financial Planner Board of Standards.
Prior to joining J.P. Morgan in 2009, Seth was a Vice President at Citi Private Wealth Management as part of a group designated to concentrate exclusively on corporate executives and ultra-high-networth individuals.
Seth lives with his wife, Melissa, and their two daughters in Chappaqua, New York. He volunteers regularly with local educational and development organizations as a means of paying forward the help he received as a child to build successful strategies that addressed his dyslexia diagnosis. In his free time, Seth enjoys playing golf and skiing.
CFP Board owns the marks CFP®and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
Small-cap success: Why this rally looks different
July 2, 2026Earnings estimates are sharply rising for small caps stocks as a broadening of market gains takes shape.Read Now
The world changed in 10 days: An oil unwind and a hawkish Fed
June 26, 2026Falling oil prices and a shift in Federal Reserve tone are easing inflation pressures and prompting a reassessment of the outlook for rates and risk assets.Read Now
How to pass down the family vacation home
June 22, 2026Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
When is a custodial account a good choice?
June 18, 2026What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
$1.5 trillion goods trade is on the line in USMCA's first test
June 18, 2026As the USMCA enters review, potentially tighter rules may shape where companies build, source and invest across North America.Read Now
What happened at Kevin Warsh’s first Fed meeting as chair? 3 key takeaways from the June 2026 FOMC decision
June 18, 2026The Federal Reserve held rates steady at its June meeting, which was also Kevin Warsh’s first meeting as chair. Here’s what the dot plot, policy statement and press conference signaled for interest rates in 2026 and beyond.Read Now
What is a backdoor Roth IRA?
June 18, 2026A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
The IPO wave is historic. So is today’s market.
June 12, 2026A surge in new equity offerings is coming at a time of immense scale and depth in the U.S. stock market.Read Now
AI tools and your privacy: What you need to know
June 10, 2026Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read NowSmall-cap success: Why this rally looks different
July 2, 2026Earnings estimates are sharply rising for small caps stocks as a broadening of market gains takes shape.Read NowThe world changed in 10 days: An oil unwind and a hawkish Fed
June 26, 2026Falling oil prices and a shift in Federal Reserve tone are easing inflation pressures and prompting a reassessment of the outlook for rates and risk assets.Read NowHow to pass down the family vacation home
June 22, 2026Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read NowWhen is a custodial account a good choice?
June 18, 2026What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now$1.5 trillion goods trade is on the line in USMCA's first test
June 18, 2026As the USMCA enters review, potentially tighter rules may shape where companies build, source and invest across North America.Read NowWhat happened at Kevin Warsh’s first Fed meeting as chair? 3 key takeaways from the June 2026 FOMC decision
June 18, 2026The Federal Reserve held rates steady at its June meeting, which was also Kevin Warsh’s first meeting as chair. Here’s what the dot plot, policy statement and press conference signaled for interest rates in 2026 and beyond.Read NowWhat is a backdoor Roth IRA?
June 18, 2026A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read NowThe IPO wave is historic. So is today’s market.
June 12, 2026A surge in new equity offerings is coming at a time of immense scale and depth in the U.S. stock market.Read NowAI tools and your privacy: What you need to know
June 10, 2026Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now