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
Selling stock under a 10b5-1 plan
January 15, 2026If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read Now
Providing for children with special needs
January 15, 2026It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read Now
December 2025 CPI report released: What the data means and how it might affect interest rates
January 13, 2026December's Consumer Price Index (CPI) release added fresh insight on inflation at year-end. Here's what recent price trends and a weaker job market may signal for the Federal Reserve and investors in 2026.Read Now
What the December 2025 jobs report told us about the labor market – and what it could mean for interest rates
January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read Now
Expansion mode: 3 signs of resilience in the US economy
January 9, 2026Despite the risks, we’re seeing favorable conditions for the U.S. economy. Here’s why we’re leaning pro-growth in 2026.Read Now
Asset protection
January 9, 2026Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
What to do with your year-end bonus in a changing interest rate environment
January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read Now
How advances in artificial intelligence may change health care
January 5, 2026Artificial intelligence has the potential to transform health care, and drug discovery and diagnostics are two areas that could benefit. Learn more here.Read NowSelling stock under a 10b5-1 plan
January 15, 2026If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read NowNew J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read NowProviding for children with special needs
January 15, 2026It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read NowDecember 2025 CPI report released: What the data means and how it might affect interest rates
January 13, 2026December's Consumer Price Index (CPI) release added fresh insight on inflation at year-end. Here's what recent price trends and a weaker job market may signal for the Federal Reserve and investors in 2026.Read NowWhat the December 2025 jobs report told us about the labor market – and what it could mean for interest rates
January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read NowExpansion mode: 3 signs of resilience in the US economy
January 9, 2026Despite the risks, we’re seeing favorable conditions for the U.S. economy. Here’s why we’re leaning pro-growth in 2026.Read NowAsset protection
January 9, 2026Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowWhat to do with your year-end bonus in a changing interest rate environment
January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read NowHow advances in artificial intelligence may change health care
January 5, 2026Artificial intelligence has the potential to transform health care, and drug discovery and diagnostics are two areas that could benefit. Learn more here.Read Now