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

Wealth Planning

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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
Taxes

Tax 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 Now
Investing

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May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now
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(212) 272-4435preston.m.pohl@jpmorgan.com