Abe BorensteinAbe BorensteinManaging 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.
Insights
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As 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
Insight 2: Foundation of values to define culture and focus
July 22, 2025A 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 NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As 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 NowInsight 2: Foundation of values to define culture and focus
July 22, 2025A 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