Eric LubinEric LubinWealth Advisor
About Eric
Eric Lubin is a Wealth Advisor with J.P. Morgan Wealth Management.
As a founding member of LBR Partners, Eric serves high-net-worth individuals and their families to support them across their wealth journey. He forges deep relationships with his clients by getting to know them, their financial situation, their family dynamics and what matters most to them.
Eric combines an institutional markets perspective with his background in stock compensation to craft wealth planning strategies designed to target the highest probability of success. His particular strength encompasses determining what his clients' needs are and then building a personalized investment portfolio that aligns with their income goals.
As one of five children, Eric believes that nothing is more important than family, and his interest in finance was spawned by his situation growing up in which there was a recognized need for sophisticated guidance in wealth planning. His career began in 2010 as a commodities trader at GFI Group LLC, and he then parlayed his financial skills into asset management at AXA Advisors and Merrill Lynch before joining J.P. Morgan in 2022.
A graduate of the University of South Carolina, Eric earned a B.S. in Business Administration from its Darla Moore School of Business.
Eric lives in Middletown, New Jersey, with his wife, Alexandra, and their two children, Miles and Zoe. In his free time, he enjoys playing golf, skiing and snowboarding, and relaxing at the beach with his family and friends.
Insights
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