Murali BalasubramanianMurali BalasubramanianManaging DirectorWealth Partner
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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
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August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read NowInsight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowJuly Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
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July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now