Murali BalasubramanianMurali BalasubramanianManaging DirectorWealth Partner
LinkedInAwards and Industry Recognition
Forbes
About Murali
Murali Balasubramanian is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.
With more than 30 years of experience in the financial services industry, he provides comprehensive wealth management services for high-net-worth individuals, wealthy families, endowments, entrepreneurs and foundations.
Murali understands the subtleties and challenges of working with complex financial needs. These may range from talking to clients about tax-management strategies to helping keep their investment plans on track, planning for the next generation, anticipating short- and long-term liquidity needs and charitable giving. He knows that an overall approach is always an individualized approach.
On a regular basis, Murali reaches out to clients to review their plans, adjusting for changes in market circumstances. His approach has resulted in a reputation defined by referrals and enduring client relationships. Murali emphasizes spending time to understand their portfolio, getting to know what's important to clients and what endeavors they may seek in life. He knows that investments are just one part of the financial picture and that trust is an important quality in any relationship.
He considers himself the quarterback for a client's finances—coordinating everything from managing investments to banking, lending and lines of credit. Murali joined the firm in 2009 as Head of Investments. This experience has given him the close relationships and insight to leverage the resources of J.P. Morgan—award-winning research2 , some of the world's leading investment managers and industry forward lending capabilities. In his role as Head of Investments, he was a member of the Operating Committee, the Private Banking Investment Review Committee, the Global Investment Leadership team and the New Business Initiative Approval Committee.
Prior to joining J.P. Morgan, Murali was Managing Director at a multi-family office that catered to wealthy families, foundations and endowments. There, he focused on wealth management and new business. Murali also spent two years in the Investment Advisor Services arm of Bear Stearns, more than six years in the Private Wealth Management division at Goldman Sachs and ten years at Prudential Securities.
Murali earned a B.S from St. Stephen's College in New Delhi and a B.S. from Pace University in New York.
Insights
Oil shock jolts American stocks into driver’s seat … for now
March 6, 2026Despite the latest Middle East conflict and a surge in oil prices, U.S. equities remain resilient amid international volatility.Read Now
What is tangled title and how can it be avoided?
March 5, 2026Home ownership is one of the most common ways of building generational wealth, but tangled titles can be a hurdle in achieving this. Read on to learn more.Read Now
What are my options to save for my children’s education?
March 5, 2026Planning early for your children’s and grandchildren’s education can help you cover these expenses in a tax-efficient manner. Read more on saving for education.Read Now
What are the tax changes for 2026?
March 3, 2026There are many tax code changes on the horizon that are the result of the One Big Beautiful Bill Act. Become familiar with what they are as you optimize your 2026 financial plan.Read Now
AI vs. AI: The arms race for security
February 27, 2026As panic around artificial intelligence (AI) fuels exaggerated fears of disruption and sell-offs, cybersecurity and sovereign infrastructure stand to benefit as critical levers of AI adoption.Read Now
Building a better banking relationship: Q&A with Angelena Mascilli
February 26, 2026You can deepen your relationship with your bank and streamline your wealth management when you opt to bank, invest and plan under the one financial firm.Read Now
Options for your 401(k) when you leave a company
February 26, 2026Maybe you’re retiring, or you’ve found another job, or perhaps you’ve become unable to work or are simply taking some time off; whatever your situation, it’s important to decide what to do with your old 401(k).Read Now
What are Employee Stock Ownership Plans (ESOPs)?
February 23, 2026An Employee Stock Ownership Plan (ESOP) is a qualified retirement plan that provides employees with ownership interest in the company. Read more here.Read Now
Navigating uncertainty: A path for business owners
February 23, 2026With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read NowOil shock jolts American stocks into driver’s seat … for now
March 6, 2026Despite the latest Middle East conflict and a surge in oil prices, U.S. equities remain resilient amid international volatility.Read NowWhat is tangled title and how can it be avoided?
March 5, 2026Home ownership is one of the most common ways of building generational wealth, but tangled titles can be a hurdle in achieving this. Read on to learn more.Read NowWhat are my options to save for my children’s education?
March 5, 2026Planning early for your children’s and grandchildren’s education can help you cover these expenses in a tax-efficient manner. Read more on saving for education.Read NowWhat are the tax changes for 2026?
March 3, 2026There are many tax code changes on the horizon that are the result of the One Big Beautiful Bill Act. Become familiar with what they are as you optimize your 2026 financial plan.Read NowAI vs. AI: The arms race for security
February 27, 2026As panic around artificial intelligence (AI) fuels exaggerated fears of disruption and sell-offs, cybersecurity and sovereign infrastructure stand to benefit as critical levers of AI adoption.Read NowBuilding a better banking relationship: Q&A with Angelena Mascilli
February 26, 2026You can deepen your relationship with your bank and streamline your wealth management when you opt to bank, invest and plan under the one financial firm.Read NowOptions for your 401(k) when you leave a company
February 26, 2026Maybe you’re retiring, or you’ve found another job, or perhaps you’ve become unable to work or are simply taking some time off; whatever your situation, it’s important to decide what to do with your old 401(k).Read NowWhat are Employee Stock Ownership Plans (ESOPs)?
February 23, 2026An Employee Stock Ownership Plan (ESOP) is a qualified retirement plan that provides employees with ownership interest in the company. Read more here.Read NowNavigating uncertainty: A path for business owners
February 23, 2026With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now