Todd PerkinsTodd PerkinsExecutive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About Todd
R. Todd Perkins is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
As a founding member of KTB Partners, Todd oversees wealth management practices serving C-suite executives, high-net-worth individuals and their families. He crafts customized strategies through a comprehensive process, managing both sides of the balance sheet—assets as well as liabilities—to design complex wealth plans for their sophisticated goals.
Todd prides himself on delivering a true client experience, incorporating each family’s most trusted advisors to present scenarios that help them grow, preserve and transition their wealth. He confers on each client his personal values of loyalty, effort and commitment, deeming these characteristics to be key differentiators in his multi-generational client relationships. Their longstanding nature is a further testament to the quality of service he bestows.
Todd’s 25-plus-year career began at Merrill Lynch in its Professional Development Program, prior to spending a few short years at UBS Wealth Management. He spent over a decade in Morgan Stanley’s wealth management group before joining J.P. Morgan in 2022. His background is steeped in wealth planning across both sides of the balance sheet—assets as well as liabilities— to help address the impacts of concentrated assets and other sophisticated challenges faced by senior executives and family offices.
A graduate of Mount Saint Mary’s College, Todd earned a B.S. in Finance with a concentration in Economics. He obtained the Certified Investment Manager Analyst® (CIMA®) designation through a sponsorship with The University of Pennsylvania Wharton School of Business and is a member of The Investment and Wealth Institute. Todd is also a member of the Econokic Club of NY. He also holds the Accredited Investment Fiduciary (AIF®) designation, demonstrating a fundamental understanding of fiduciary principles and standards of conduct, along with a structured process for carrying out fiduciary responsibility when advising on investor assets. Designees gain specialized skills to evaluate and oversee fiduciary practices for vehicles like 401(k)s, defined benefit plans, endowments, and foundations, and to clearly communicate a commitment to fiduciary excellence.
Todd lives in Monmouth Beach, New Jersey, and spends his free time golfing and skiing with his son, Drew.
Insights
International stock market performance so far in 2026: Europe, China, India and more
August 11, 2026International stock market performance has diverged in 2026. See how Europe, China, India and Japan are tracking – and why rates, sector concentration and currency moves can change results for U.S. investors.Read Now
Introduction to succession planning for business owners
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AI’s next act doesn’t have to choose
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August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read Now
Insight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
A family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read Now
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July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read Now
Insight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowInternational stock market performance so far in 2026: Europe, China, India and more
August 11, 2026International stock market performance has diverged in 2026. See how Europe, China, India and Japan are tracking – and why rates, sector concentration and currency moves can change results for U.S. investors.Read NowIntroduction to succession planning for business owners
August 7, 2026A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read NowAI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read NowWill the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read NowInsight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowA family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read NowRotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read NowInsight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowIs it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now