Abe BorensteinAbe Borenstein, CIMA®Managing DirectorWealth Partner
Awards and Industry Recognition
Forbes
Barron’s
About Abe
Abe Borenstein is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Abe Borenstein works closely with clients to address meaningful issues in their lives and wealth. He enjoys engaging in robust discussions with clients, helping them discern what they want to accomplish and creating the structure to pursue those goals more effectively. A strong relationship-builder, Abe brings insight and enthusiasm to his role. He provides sustained leaadership and thoughtful advice, reducing the complexity of clients' financial lives.
Clients from varied paths seek Abe's guidance. Some are anticipating retirement or already enjoying that milestone. Others are actively building their wealth or preparing to transfer that wealth to the next generation. Whatever a client's path, Abe is proud to deliver a high-performing culture grounded in a relentless service ethic. He offers a genuine appreciation for people and their priorities, eager to contribute to each client's success.
Abe draws on more than 30 years of investment experience, which has exposed him to multiple market cycles. Prior to joining J.P. Morgan Wealth Management in 2023, he spent more than sixteen years with First Republic Private Wealth Management, where he was a Senior Managing Director and Wealth Manager. Abe's career also includes tenures with Ryan Beck & Company and Prudential Securities. In addition to his experience as a Wealth Manager, he has served as a Branch Manager, providing him with broad experience across the industry.
Abe earned his B.B.A. from Bernard Baruch College, City University of New York, with an emphasis in Finance. He holds the Certified Investment Management Analyst® (CIMA®) designation.
Committed to his community, Abe has volunteered with Streetwise Partners, providing advice and job coaching to underserved young professionals. He also serves as an Arbitrator for FINRA. An avid endurance fitness athlete, Abe has completed more than 30 marathons and has finished numerous Ironman races, making him an official "IRONMAN." He has also completed numerous shorter distance triathlons, including half's (70.3 miles), Olympics, and the Alcatraz swim triathlon. In 2018, Abe competed in the Race Across America, a 3,100-mile bicycle race across the U.S. as a member of a 6-person relay team. His bucket list "never ends," so he enjoys devising new challenges to enrich his life.
Abe lives in New York City with his wife, Cathy Brown, and has two daughters.
Investment & Wealth InstituteTM (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.
Insights
Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
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AI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
What to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
AI scams, deepfakes, impersonations … oh my!
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Fed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
The 2026 US labor market is ‘not collapsing’: Jobs, unemployment, wage growth and hiring trends so far
July 14, 2026Recent jobs reports in 2026 showed slower payroll gains and falling participation, despite low unemployment. See what wages, JOLTS openings and Fed-watch indicators mean for workers, employers and investors.Read Now
2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read NowInsight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowWhat to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowAI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowFed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowThe 2026 US labor market is ‘not collapsing’: Jobs, unemployment, wage growth and hiring trends so far
July 14, 2026Recent jobs reports in 2026 showed slower payroll gains and falling participation, despite low unemployment. See what wages, JOLTS openings and Fed-watch indicators mean for workers, employers and investors.Read Now2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read Now