Preston PohlPreston PohlInvestment Associate
About Preston
Preston Pohl is an Investment Associate at J.P. Morgan Wealth Management.
As the most senior member of Paul Croitoroo and The Croitoroo Group's support team, Preston collaborates with Paul on the overall strategy of the Portfolio Manager Program. Through a balance of fundamental and technical analysis, they identify attractive opportunities in the equity markets and secure strategic positions. In this same capacity, Preston employs similar evaluations for experienced clients in the equity derivative markets.
Preston also assists in the team's corporate cash management business, working directly with upper management of several multinational corporations. The team invests their excess cash in accordance with clients' investment policy guidelines. The team has particular experience in providing these bespoke corporate solutions to Israeli-based clients.
Preston joined J.P. Morgan in 2010 after graduating from Columbia University with a B.A. in History. He is very active in his alma mater's affairs, and in his spare time, enjoys fly-fishing and sailing.
Insights
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May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
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Embrace the dip: Value is returning to markets
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Can equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowConsumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read NowThe volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read NowMarket whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read NowEmbrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read NowYour concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read NowCan equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.Read Now