
Annemarie von der GoltzAnnemarie von der Goltz, CFP®Executive DirectorWealth Advisor
Awards and Industry Recognition


Forbes
About Annemarie von der Goltz
Annemarie von der Goltz is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.
As a founding member of SVDG Partners, Annemarie is dedicated to protecting, growing and transferring clients' wealth. She advises a diverse and accomplished client base that includes private business owners, C-suite executives, entrepreneurs and high-net-worth families.
Annemarie's background in alternative investments inspired her to change from a lens singularly focused on hedge funds and private equity to one that encompasses the bigger picture. She considers the entirety of each individual's financial goals—investment requirements, trust & estate objectives, philanthropy, education and retirement objectives—when crafting her recommendations. One of Annemarie's main priorities is to speak the same financial "language" as her clients, an essential building block for developing lasting relationships. Her strength lies in the integration of the many qualitative details that form the basis of a comprehensive plan.
With a steadfast desire to stand as an advocate for clients and deliver sound guidance, Annemarie and her business partner, Doug Sonnenshein, established SVDG Partners in 2011. Together, they have gained firsthand entrepreneurial insight, and are proud to have built their team from the ground up in a manner that aligns with their aspirations and ethics.
Annemarie began her career at a boutique hedge fund in Boston, performing portfolio analysis. Eventually, she moved on to spearheading client relations for two separate private equity funds. These experiences informed Annemarie's market perspective and investment thesis, and drove her to pursue an M.B.A. from Columbia Business School.
Upon graduation and the completion of an internship with the Private Wealth Management division at Goldman Sachs in Miami, Annemarie was recruited by several firms and joined the Credit Suisse Private Bank in New York where she remained for five years. She has been with J.P. Morgan since 2016, drawn to the freedom and flexibility of the firm's open-architecture platform. Annemarie holds the CERTIFIED FINANCIAL PLANNERTM designation, one of the most respected wealth management certifications in the industry. She utilizes this knowledge while working with clients to formulate customized strategies for pursuing short- and long-term goals.
Annemarie is an alumna of St. Paul's School in New Hampshire and attended Yale University, where she was a member of the crew team and earned a B.A. in History. She continues to be an active supporter of her alumni organizations.
Fluent in German, Annemarie lives in Manhattan with her husband, where she delights in hosting dinner parties. She travels as much as possible, enjoys wing shooting—her British Lab loves to retrieve—athletic pursuits of all kinds, and is an avid reader, particularly of historical novels.
Certified Financial Planner™ is a registered trademark owned by Certified Financial Planner Board of Standards, Inc.
Insights

Digesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read Now
Eye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read Now
May jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read Now
The opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now
2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read Now
Helping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read Now
Weathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read Now
Making dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now
100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read Now
Digesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read Now
Eye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read Now
May jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read Now
The opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now
2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read Now
Helping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read Now
Weathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read Now
Making dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now
100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read Now