Matthew D. WaspMatthew D. Wasp, CFP®Investment Associate
About Matthew
Matthew D. Wasp is an Investment Associate at J.P. Morgan Wealth Management.
As a member of Gilman Private Wealth Management, Matthew helps provide tailored investment and wealth management services to ultra-high-net-worth clients. His primary focus is on portfolio management and relationship development.
Matthew couples his experience in private wealth management with the knowledge he obtained from his CERTIFIED FINANCIAL PLANNER® certification to bring valuable insight to the development of investment strategies. Through the group's Wealth Foundation Academy, he strategizes with clients to help them achieve and maintain financial wellness.
A graduate of Salve Regina University where he was also a member of the Men's Lacrosse team, Matthew obtained a B.S. in Financial Management with a minor in Economics. He holds FINRA Series 7 and 66 securities licenses. After beginning his career with another private wealth management group, he joined J.P. Morgan in September of 2024.
Matthew grew up on Long Island and now resides in Midtown West. He enjoys an active lifestyle, golfing and traveling. He also loves to spend time with family and friends.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
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May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read NowWhat’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowWhat’s on the horizon for the proposed House reconciliation bill?
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May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowFamily wealth services: Building in a more holistic approach to wealth management
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May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowHow to better position portfolios before the hard data changes
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