Paul EmataPaul Emata, CFA®, CFP®Managing DirectorWealth Advisor
Awards and Industry Recognition
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About Paul
Paul Emata is a Managing Director and Wealth Advisor at J.P. Morgan Wealth Management.
With more than 25 years of wide-ranging financial experience in the U.S. and Europe, he brings generations of families a global mindset that informs his management of their portfolios and overall wealth.
From the planning stage of each client relationship through the design and deployment of their assets, Paul utilizes his extensive qualifications and his knowledge of investments, derivatives, options, trusts and credit. He is happy to share his insights with clients on how geo-political conditions, currency and interest rate fluctuation, and other factors can affect their investments.
Paul joined J.P. Morgan in 2023 from First Republic, where he worked since 2014. Before that, he was the Chief Investment Officer and Director of Investments at PNC Bank Delaware. Paul's previous experience includes more than 15 years with Hornblower Fischer AG in Munich, Germany in roles of increasing seniority including Managing Partner, Investment Strategist and Portfolio Manager.
While living in Germany, Paul performed frequently with the Munich Philharmonic Orchestra and Bavarian Radio Symphony Orchestra, demonstrating his musical talents as a classical pianist.
Paul participates in the CFA Institute continuing education program, the Certified Financial Planning continuing education program, and the Global Association of Risk Professionals continuing education program. He is a member and a past president of the CFA Society of Philadelphia, a member of the CMT (Chartered Market Technicians) Association, a member of the Global Association of Risk Professionals, and a former member of the German Association of Investment Professionals (now CFA Society Germany).
Paul holds a B.S. and M.S. from Indiana University. He is a CFA®Charterholder, a CERTIFIED FINANCIAL PLANNER® professional and a holder of the Chartered Market Technician (CMT) and Financial Risk Manager (FRM) designations.
CFA®and Chartered Financial Analyst®are registered trademarks owned by CFA Institute.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
Outlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read Now
We need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Your house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now
How did our 2024 Mid-Year Outlook views play out?
November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read Now
What strategies could you use now for more charitable impact – and lower taxes?
November 14, 2024Combine tax-loss harvesting with charitable gifting of appreciated securities to enhance your giving and gain tax relief.Read Now
October 2024 CPI report: Inflation met expectations, supporting the Fed’s easing path
November 14, 2024The October 2024 CPI report met economists' expectations, supporting the Fed's easing path despite a slight year-over-year increase from 2.4% to 2.6%.Read Now
How to title your assets
November 14, 2024Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read Now
Should you take the plunge? Discover the benefits and trade-offs of phasing into markets
November 13, 2024Taking a gradual approach to adding long-term equity exposure – known as phasing in, or dollar-cost averaging – can help reduce overall portfolio volatility.Read Now
Losing a loved one: Tasks you may not want to delay
November 13, 2024During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read NowOutlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowWe need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowYour house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowHow did our 2024 Mid-Year Outlook views play out?
November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read NowWhat strategies could you use now for more charitable impact – and lower taxes?
November 14, 2024Combine tax-loss harvesting with charitable gifting of appreciated securities to enhance your giving and gain tax relief.Read NowOctober 2024 CPI report: Inflation met expectations, supporting the Fed’s easing path
November 14, 2024The October 2024 CPI report met economists' expectations, supporting the Fed's easing path despite a slight year-over-year increase from 2.4% to 2.6%.Read NowHow to title your assets
November 14, 2024Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read NowShould you take the plunge? Discover the benefits and trade-offs of phasing into markets
November 13, 2024Taking a gradual approach to adding long-term equity exposure – known as phasing in, or dollar-cost averaging – can help reduce overall portfolio volatility.Read NowLosing a loved one: Tasks you may not want to delay
November 13, 2024During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read Now