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 and Wealth Partner at J.P. Morgan Wealth Management.
As a founding member of SVDG Partners, Annemarie is dedicated to protecting, growing and transferring clients' wealth. She advises a diverse and accomplished client base that includes private business owners, C-suite executives, entrepreneurs and high-net-worth families.
Annemarie's background in alternative investments inspired her to change from a lens singularly focused on hedge funds and private equity to one that encompasses the bigger picture. She considers the entirety of each individual's financial goals—investment requirements, trust & estate objectives, philanthropy, education and retirement objectives— when crafting her recommendations. One of Annemarie's main priorities is to speak the same financial "language" as her clients, an essential building block for developing lasting relationships. Her strength lies in the integration of the many qualitative details that form the basis of a comprehensive plan.
With a steadfast desire to stand as an advocate for clients and deliver sound guidance, Annemarie and her business partner, Doug Sonnenshein, established SVDG Partners in 2011. Together, they have gained firsthand entrepreneurial insight, and are proud to have built their team from the ground up in a manner that aligns with their aspirations and ethics.
Annemarie began her career at a boutique hedge fund in Boston, performing portfolio analysis. Eventually, she moved on to spearheading client relations for two separate private equity funds. These experiences informed Annemarie's market perspective and investment thesis, and drove her to pursue an M.B.A. from Columbia Business School.
Upon graduation and the completion of an internship with the Private Wealth Management division at Goldman Sachs in Miami, Annemarie was recruited by several firms and joined the Credit Suisse Private Bank in New York where she remained for five years. She has been at J.P. Morgan since 2016, drawn to the freedom and flexibility of the firm's open- architecture platform. Annemarie holds the CERTIFIED FINANCIAL PLANNER® designation, one of the most respected wealth management certifications in the industry. She utilizes this knowledge while working with clients to formulate customized strategies for pursuing short- and long-term goals.
Annemarie is an alumna of St. Paul's School in New Hampshire and attended Yale University, where she was a member of the crew team and earned a B.A. in History. She continues to be an active supporter of her alumni organizations.
Fluent in German, Annemarie lives in Manhattan with her husband and two children, where she delights in hosting dinner parties. She travels as much as possible, enjoys wing shooting—her British Lab loves to retrieve—athletic pursuits of all kinds, and is an avid reader, particularly of historical novels.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
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July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowIs it all one big AI trade?
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July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowInsight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowWhat to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowFed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now