Annemarie von der GoltzAnnemarie von der Goltz, CFP®Managing DirectorWealth Partner
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About Annemarie von der Goltz
Annemarie von der Goltz is a Managing Director, Wealth Partner and Portfolio Manager at J.P. Morgan Wealth Management.
As a co-founder of SVDG Partners, Annemarie works with private business owners, C-suite executives, entrepreneurs and high-net-worth families on the many financial decisions that accompany significant wealth. She considers the entirety of each client's financial picture, looking across investments and the broader considerations that shape it.
Annemarie is a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies.
Drawing on substantial experience in alternative investments, Annemarie brings a multi-dimensional lens to wealth management. She began by analyzing portfolios for a boutique hedge fund before moving on to lead client relations for two private equity funds. Her work across hedge funds and private equity informed her understanding of markets and investing while ultimately expanding her focus beyond individual holdings to encompass the many financial and personal factors that influence a client's wealth. She draws on that foundation to bring together quantitative and qualitative considerations and help clients see how individual decisions connect to their larger financial picture.
When Annemarie partnered with Doug Sonnenshein to establish their wealth management practice in 2011, they built their approach to serving clients around highly personalized advice and the different professional backgrounds and perspectives each brought to the partnership. Annemarie pays particular attention to the many qualitative details that inform important decisions and places a premium on clear communication. She works to establish a shared financial language with clients, helping build relationships grounded in understanding and trust.
Annemarie joined J.P. Morgan in 2016, drawn to the freedom and flexibility of the firm’s open-architecture platform. Before joining the firm, she spent five years at Credit Suisse Private Bank in New York, following an internship with the Private Wealth Management division at Goldman Sachs in Miami. Annemarie earned an M.B.A. from Columbia Business School and graduated with a B.A. in History from Yale University, where she was a member of the crew team. She is a CERTIFIED FINANCIAL PLANNER® professional.
Fluent in German, Annemarie lives in Manhattan with her husband and two children. An alumna of St. Paul’s School in New Hampshire, she remains an active supporter of her alumni organizations. Outside of the office, Annemarie enjoys hosting dinner parties, traveling and athletic pursuits of all kinds. She also enjoys wing shooting, often accompanied by her British Lab, who is always eager for the opportunity to retrieve. An avid reader, she particularly enjoys historical novels.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Portfolio manager: J.P. Morgan Securities LLC (“JPMS”) investment advisory programs may not be appropriate for all investors, depending on individual investment objectives and goals. For more information about the investment advisory programs available, please see the applicable program disclosure brochure (“JPMS ADV”), available at www.jpmorgan.com/ADV.
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