Hernan LauterszteinHernan LauterszteinExecutive DirectorWealth Advisor
About Hernan
Hernan Lautersztein is a Managing Director and Wealth Advisor with J.P. Morgan Wealth Management. He draws on institutional-caliber investment capabilities to deliver portfolio management and advisory guidance for the benefit of high-net-worth individuals and their families.
With almost 20 years of industry experience, Hernan takes a consultative approach to truly understand each client's specific investment needs and the goals they want to accomplish with their assets. He assesses these inputs in a comprehensive manner and works collaboratively so that clients remain part of the process. Hernan's proficiencies extend far beyond asset management, and he provides direct access to the powerful resources of J.P. Morgan to help organize the important elements of each client's financial life into a single and integrated picture—mortgages, banking, estate planning and more. Known for his engaging style, Hernan imparts a layer of confidence that helps clients to stay the course.
Hernan was born and raised in Argentina, where he received a degree in Economics from the Universidad de Belgrano. He credits this international upbringing with providing the perspective to deliver global financial strategies. After working in finance for four years, Hernan moved to the United States and earned an M.B.A. in Business from Babson College. In 2001, he was recruited out of school by Bear Stearns, the predecessor to J.P. Morgan.
Throughout his career, Hernan has built deep capabilities in the areas of client service, wealth management and middle market sales and trading. He is known for his vast experience on the execution side of the business. Hernan is pleased to offer his clients the breadth of solutions available through the robust investment platform of the firm.
Hernan has been with his wife for over 25 years and has a son and a daughter. He is a huge soccer fan and has been working to improve his own soccer skills for many years. Hernan is passionate about food and wine, and enjoys conceptualizing new dishes and developing multi-course menus, often involving beverage pairings.
Insights
5 things on the horizon for 2025
December 6, 2024From AI infrastructure to the labor market, here’s what interests us about the year ahead.Read Now
Selecting the right assets to give to charity
December 5, 2024If you plan on charitable giving, knowing how to choose the right assets to gift may help you maximize the value of your donations.Read Now
Understanding business entities
December 5, 2024If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read Now
What is umbrella insurance and why might I need it?
December 5, 2024Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read Now
Your values and hopes: What your loved ones really need to know
December 4, 2024Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read Now
Providing for children with special needs
December 4, 2024It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read Now
3 things we (and the markets) are grateful for this season
November 27, 2024We’re ending the year on a note of optimism. Here’s why.Read Now
When does it make sense for a trust to own your life insurance policy?
November 27, 2024Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read Now
Leaving your job
November 26, 2024Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read Now5 things on the horizon for 2025
December 6, 2024From AI infrastructure to the labor market, here’s what interests us about the year ahead.Read NowSelecting the right assets to give to charity
December 5, 2024If you plan on charitable giving, knowing how to choose the right assets to gift may help you maximize the value of your donations.Read NowUnderstanding business entities
December 5, 2024If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read NowWhat is umbrella insurance and why might I need it?
December 5, 2024Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read NowYour values and hopes: What your loved ones really need to know
December 4, 2024Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read NowProviding for children with special needs
December 4, 2024It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read Now3 things we (and the markets) are grateful for this season
November 27, 2024We’re ending the year on a note of optimism. Here’s why.Read NowWhen does it make sense for a trust to own your life insurance policy?
November 27, 2024Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read NowLeaving your job
November 26, 2024Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read Now