Lorenzo HorvathLorenzo HorvathWealth Advisor
About Lorenzo
Lorenzo Horvath is a Wealth Advisor at J.P. Morgan Wealth Management.
Lorenzo works closely with affluent individuals, families and institutional clients to deliver tailored guidance that addresses the full scope of their wealth management needs. His services encompass investment planning and management, tax-aware strategies, cash flow analysis, and guidance on banking, insurance and mortgage.
Taking a relationship-driven approach, Lorenzo is committed to understanding his clients' individualized financial scenarios, striving to become the trusted partner they can rely on. His dedication to active listening, coupled with his strong work ethic and attention to detail, allows him to manage clients' often complex scenarios, freeing them to focus more fully on their personal and professional priorities. He leverages an extensive network of colleagues and resources within the firm to offer a truly bespoke experience that addresses the distinct needs of each client.
Lorenzo joined J.P. Morgan in 2022 from a predecessor firm. He launched his career in 2020 at Equitable Advisors. Lorenzo holds a B.S. in Finance from Siena College.
Originally from Albany, New York, Lorenzo now resides in New York City. He is passionate about mentorship and looks forward to guiding students from his high school and beyond as they explore potential career paths. Outside of work, Lorenzo is an avid golfer who enjoys the outdoors, playing recreational sports and spending time with family and friends.
Insights
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October 7, 2026Oil prices have been high in 2026 as supply risks and demand expectations collided. Learn what’s driving WTI and Brent crude – and why oil matters for inflation, rates and markets.Read NowWhy a 401(k) and high-yield savings account may not be enough
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October 2, 2026As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.Read NowWhich industries are most affected by Fed rate hikes?
October 1, 2026When the Federal Reserve hikes interest rates, borrowing costs, customer demand and valuations across industries may be impacted, from real estate and small businesses to AI data centers.Read NowData centers meet democracy: The backlash to the AI buildout
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