Christopher WimpfheimerChristopher WimpfheimerManaging DirectorWealth Partner
About Christopher
Christopher Wimpfheimer is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management. As a partner in The TBW Group, he taps his background in fixed income and cash management strategies to offer advisory guidance for institutions and ultra-high-net-worth families.
Chris employs the skills gained from his considerable exposure to complex fixed income portfolios. When serving the team's clients, he seeks to deliver conservation, consistency and growth. He leverages his knowledge and background to identify allocation trends, select securities and analyze market performance to help deliver low-volatility investments tailored for each individual.
His deep understanding of institutional environments allows him to offer corporate cash management, treasury services, liquidity strategies and short-duration portfolios that are targeted to help preserve capital and generate income. For his high-net-worth clients, Chris applies these insights on a more personal level to provide a sophisticated approach to wealth management. Above all, he places emphasis on transparency and strives to deliver an excellent customer experience.In 2021, Chris was recognized by Forbes as a Best-In-State Wealth Advisor and as a Top Next-Gen Wealth Advisor.1
Chris holds a B.A. from George Washington University. With almost 10 years of investment experience, he has been with J.P. Morgan since 2009. In that time, he has accrued critical exposure to marketing, business development and financial advisory services. Chris has been an integral member of The TBW Group for eight years and is proud of the firm's stellar reputation as a leader in asset management.
A fifth generation New Yorker, Chris lives with his wife, Carly, and toddler son, Chase, in Manhattan. In his free time, he enjoys many outdoor activities, including golf, snowboarding and surfing.
Insights
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November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
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October 27, 2022With just two weeks to go before voters hit the polls, consider this breakdown of what’s at stake and why it matters for portfolios.Read Now