Eric VaughnEric VaughnVice PresidentWealth Advisor
About Eric
Eric Vaughn is a Vice President, Wealth Advisor and Portfolio Manager at J.P. Morgan Wealth Management.
Eric is a senior partner on the team, advising high-net-worth individuals, families and institutions on investment strategy, portfolio construction and ongoing wealth management. Drawing on extensive experience across asset classes and market environments, he helps clients align investment decisions with their financial objectives, risk considerations and evolving circumstances. His approach combines rigorous research with practical implementation, helping clients evaluate opportunities and position portfolios with a long-term perspective.
Bringing a hands-on, straightforward approach, Eric takes time to understand each client's priorities, liquidity needs, tax considerations and broader financial picture before offering guidance. He works closely with clients to evaluate tradeoffs, navigate complex decisions and maintain a disciplined mindset during changing market conditions. He is actively involved in portfolio implementation and ongoing management, helping clients translate strategy into action through careful planning, execution and risk awareness. Eric is also a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies.
Leveraging the breadth of J.P. Morgan's resources, Eric collaborates with specialists across investments, banking, lending and wealth planning to help clients address a broad range of financial considerations. When appropriate, he works alongside clients' attorneys, accountants and other trusted advisors to coordinate investment decisions with trust and estate planning, philanthropic strategies, liquidity management and other aspects of their overall financial picture.
Eric began his career with the House Committee on Government Reform, where he contributed to research and policy initiatives under then-Congressman Tom Davis of Virginia. He later expanded his research skills, working as a paralegal at Cravath, Swaine & Moore LLP before joining Barclays in 2008 following its acquisition of Lehman Brothers. Eric transitioned with his team to J.P. Morgan in 2015.
Eric earned dual B.A. degrees in Political Science and History, with honors, from Trinity College. He resides in Locust Valley, New York, with his wife and two children. Away from the office, he serves on the Board of Trustees of the North Shore Land Alliance, a nonprofit organization dedicated to protecting and preserving the natural landscapes and historic sites of Long Island's North Shore.
Insights
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