Awards and Industry Recognition

Barron's

Top 1200 Financial Advisors
2020 • 2019 • 2018 • 2017 • 2016
Top 100 Financial Advisors
2020 • 2019 • 2018 • 2017 • 2016

About Steven

Steven Grill is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management. He is a founder of The GGC Group and delivers asset management services to address the comprehensive investment requirements of ultra-high-net-worth individuals and institutions. Steve takes a highly personalized approach to study each financial scenario and create customized asset allocation strategies that target the asset/liability needs of sophisticated clients. He brings a singularity of purpose to help clients fund their lifestyle, support future generations and establish a meaningful legacy. As a member of the J.P. Morgan Wealth Management Portfolio Manager Program, Steve is one of a select group of Advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative review to assess each investment strategy. This granularity enables him to actively invest assets on behalf of individual clients. Steve’s focus is on designing the approach for each of the team’s three portfolio strategies. He also sits on the GGC’s Investment Committee and is responsible for individual security selection and risk management. Steve leverages 35+ years of experience to guide his strategic asset/liability approach. He has an uncanny ability to study dislocations in the marketplace and execute opportunistic buying tactics. Before joining J.P. Morgan, Steve was a Managing Director at Alex. Brown, a Division of Raymond James. Previously, he held senior roles at Deutsche Bank, Morgan Stanley and SCM Capital Advisors LLC, where he consulted with family offices on investment strategies. The backbone of Steve’s approach is derived from his time spent as a Chief Investment Officer of Imagine Group Holdings Limited, an insurance subsidiary of Brookfield Asset Management, where he was immersed in developing fixed income strategies to meet the firm’s liabilities. Steve holds a B.A. in Mathematics and Biology from Boston University. He earned an M.S. in Statistics and Operations Research from New York University. He has served as an adjunct professor of statistics at the NYU Stern School of Business. Originally from Rockland County, NY, Steve and his wife, Alissa, raised their three sons in Long Beach. An orthodox Jew, Grill starts each day with prayer and Talmudic study— a practice he says helps him counsel his wealthy clients. Steve supports various charities, including Keren Or, a Jerusalembased program for children with multiple disabilities. He is an avid swimmer and backgammon player.

Insights

Investing

November Wrapped

December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
Wealth Planning

We need to talk:  Communicating your estate plan with your family

November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Investing

Market Thoughts: We've never seen a cycle like this before

November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.