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
How The Market’s Inflation Fears are Running Ahead of Reality
May 8, 2026As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming.Read Now
Powell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting
May 1, 2026After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May.Read Now
How tech became everything to everyone
May 1, 2026From inflation worries to volatility spikes to the artificial intelligence (AI) buildout, investors keep leaning on tech. Earnings influence is becoming harder to ignore.Read Now
Why are stocks at record highs with no Iran resolution?
April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now
What is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
3 ways to stay active while in retirement
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
Emerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read Now
The art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
A balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowHow The Market’s Inflation Fears are Running Ahead of Reality
May 8, 2026As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming.Read NowPowell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting
May 1, 2026After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May.Read NowHow tech became everything to everyone
May 1, 2026From inflation worries to volatility spikes to the artificial intelligence (AI) buildout, investors keep leaning on tech. Earnings influence is becoming harder to ignore.Read NowWhy are stocks at record highs with no Iran resolution?
April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read NowWhat is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now3 ways to stay active while in retirement
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowEmerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read NowThe art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowA balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read Now