Awards and Industry Recognition

Barron's

Top 1,200 Financial Advisors
2020 • 2019 • 2018 • 2017 • 2016
Top 100 Financial Advisors
2020 • 2019 • 2018 • 2017 • 2016

Forbes

Top Wealth Advisors Best-In State
2023 • 2022
Top Wealth Management Teams Best-In-State
2024

About Steven

Steven Grill is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.

As a founder of The GGC Group, Steve delivers asset management services to address the comprehensive investment requirements of high- and ultra-high-net-worth individuals and institutions.

Steve takes a highly personalized approach to study each financial scenario and create customized asset allocation strategies that target the asset/liability needs of clients. He brings a singularity of purpose to help clients fund their lifestyle, support future generations and establish a meaningful legacy.

As a member of the J.P. Morgan Wealth Management Portfolio Manager Program, Steve is one of a select group of Advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative review to assess each investment strategy.

This granularity enables him to actively invest assets on behalf of individual clients. Steve's focus is on designing the approach for each of the team's portfolio strategies. He chairs the GGC's Investment Committee and is responsible for individual security selection and risk management.

Steve leverages his 40 years of institutional experience to guide his strategic asset/liability methodology. He has an uncanny ability to study dislocations in the marketplace and execute opportunistic buying tactics.

Before joining J.P. Morgan, Steve was a Managing Director at Alex. Brown, a Division of Raymond James, and held senior roles at Deutsche Bank and SCM Capital Advisors LLC, where he consulted with family offices on investment strategies.

Previously, Steve spent 19 years at Merrill Lynch as a Senior Vice President in the Strategic Solutions Group and was a senior member of the Institutional Advisory Division, where he developed strategies for fixed income and liability management.

After leaving Merrill Lynch, Steve joined New York-based Brookfield Asset Management to serve as CEO of Brascan Strategic Asset Management. He also was CIO of Brookfield's reinsurance subsidiary, Imagine Group Holdings Limited, becoming immersed in developing fixed income strategies to meet the firm's liabilities. This experience and specificity of background, insights and senior leadership sets Steve apart from other advisors and forms the backbone of the guidance he delivers at The GGC Group.

Steve holds a B.A. in Mathematics and Biology from Boston University. He earned an M.S. in Statistics and Operations Research from New York University. He has served as an adjunct professor of statistics at the NYU Stern School of Business.

Originally from Rockland County, NY, Steve and his wife, Alissa, raised their three sons in Long Beach. An Orthodox Jew, Grill starts each day with prayer and Talmudic study—a practice he says helps him counsel his wealthy clients. Steve supports various charities, including Keren Or, a Jerusalem-based program for children with multiple disabilities. He is an avid swimmer and backgammon player.

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