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

Wealth Planning

Estate planning in a low interest rate environment

March 11, 2025Low interest rates may provide an opportunity to transfer wealth with little or no gift tax cost.Read Now
Outlook

US unemployment ticks slightly higher, economy adds 151K jobs in February

March 10, 2025The February 2025 jobs report was slightly weaker than expected and the unemployment rate ticked up. How might the Fed react and what does the data mean for investors?Read Now
Markets

Tariff delays: Uncovering the most impacted sectors

March 7, 2025We examine the impact of tariffs on key sectors and what it means for investors.Read Now
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