Paul EmataPaul Emata, CFA®, CFP®
Managing Director
Wealth Advisor

"Each client’s diligence and achievements have led to significant wealth. It’s incumbent upon me to help them explore the purpose of that wealth, manage it, mitigate risk, and set realistic expectations."

Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2024 • 2023
America's Top Wealth Management Teams
2023 • 2022

Barron's

Top 250 Private Wealth Management Teams
2024
Top 100 Private Wealth Management Teams
2023 • 2022

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™ (CFP®) 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.

Certified Financial Planner™ is a registered trademark owned by Certified Financial Planner Board of Standards, Inc.

Insights

Outlook

June 2024 CPI report: Inflation moderates, inching us closer to a rate cut

July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now
Markets

3 considerations for investing in a bull market

July 12, 2024The S&P 500 is up big time year-to-date. That doesn’t mean you should wait on the sidelines.Read Now
Investing

China: Navigating a real estate rescue and renewed trade tensions

July 11, 2024These two policy developments, though seemingly unrelated, are in many ways interconnected. Read on to learn more.Read Now
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