
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

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption
March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
What is the Social Security Fairness Act and how will it impact Social Security benefits?
March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
How to think about market volatility
March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
The 20th century expansion of women in banking
March 26, 2025Banking services for women transformed throughout the 1900s. As banks came to recognize women’s financial power, offerings catering to women rapidly expanded.Read Now
Common financial milestones women experience throughout their lives
March 25, 2025Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now
How to enhance the yield on your excess cash
March 24, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read Now
The potential benefits of alternative investments
March 21, 2025Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read Now
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read Now
Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption
March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
What is the Social Security Fairness Act and how will it impact Social Security benefits?
March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
How to think about market volatility
March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
The 20th century expansion of women in banking
March 26, 2025Banking services for women transformed throughout the 1900s. As banks came to recognize women’s financial power, offerings catering to women rapidly expanded.Read Now
Common financial milestones women experience throughout their lives
March 25, 2025Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now
How to enhance the yield on your excess cash
March 24, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read Now
The potential benefits of alternative investments
March 21, 2025Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read Now
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read Now