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
October 2024 CPI report: Inflation met expectations, supporting the Fed’s easing path
November 14, 2024The October 2024 CPI report met economists' expectations, supporting the Fed's easing path despite a slight year-over-year increase from 2.4% to 2.6%.Read Now
Losing a loved one: Tasks you may not want to delay
November 13, 2024During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read Now
Should you take the plunge? Discover the benefits and trade-offs of phasing into markets
November 13, 2024Taking a gradual approach to adding long-term equity exposure – known as phasing in, or dollar-cost averaging – can help reduce overall portfolio volatility.Read Now
How to plan for charitable giving
November 12, 2024Your guide to choosing the right path for achieving your charitable objectives.Read Now
How to manage your employee stock options
November 12, 2024It’s important to consider tax and investment implications of holding or exercising your options.Read Now
Changing your state of residence
November 12, 2024When moving to a new state, you may have to sever some or all of your ties to your former state; half measures can leave you open to tax claims by your former home state.Read Now
Your guide to buying a home
November 12, 2024Whether you’re a novice or you’re experienced in the home-buying market, here are some things to think about as you move forward in the process.Read Now
Caring for aging relatives
November 12, 2024As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.Read Now
What does the Fed’s latest move mean for investors?
November 8, 2024The easing cycle continues. Here’s how it could impact your portfolio.Read NowOctober 2024 CPI report: Inflation met expectations, supporting the Fed’s easing path
November 14, 2024The October 2024 CPI report met economists' expectations, supporting the Fed's easing path despite a slight year-over-year increase from 2.4% to 2.6%.Read NowLosing a loved one: Tasks you may not want to delay
November 13, 2024During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read NowShould you take the plunge? Discover the benefits and trade-offs of phasing into markets
November 13, 2024Taking a gradual approach to adding long-term equity exposure – known as phasing in, or dollar-cost averaging – can help reduce overall portfolio volatility.Read NowHow to plan for charitable giving
November 12, 2024Your guide to choosing the right path for achieving your charitable objectives.Read NowHow to manage your employee stock options
November 12, 2024It’s important to consider tax and investment implications of holding or exercising your options.Read NowChanging your state of residence
November 12, 2024When moving to a new state, you may have to sever some or all of your ties to your former state; half measures can leave you open to tax claims by your former home state.Read NowYour guide to buying a home
November 12, 2024Whether you’re a novice or you’re experienced in the home-buying market, here are some things to think about as you move forward in the process.Read NowCaring for aging relatives
November 12, 2024As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.Read NowWhat does the Fed’s latest move mean for investors?
November 8, 2024The easing cycle continues. Here’s how it could impact your portfolio.Read Now