Murali Balasubramanian is a Wealth Advisor at J.P. Morgan Wealth Management with more than 30 years of experience in the financial services industry. He provides comprehensive wealth management services for high-net-worth individuals, wealthy families, endowments, entrepreneurs and foundations.
Murali understands the subtleties and challenges of working with complex financial needs. It could be talking to clients about tax-management strategies to help keep their investment plans on track, planning for the next generation, anticipating short- and long-term liquidity needs, or charitable giving. He knows that an overall approach is always an individualized approach.
On a regular basis, he reaches out to clients to review their plans, adjusting for changes in the market circumstances. His approach has resulted in a reputation defined by referrals and enduring client relationships.
That is why he emphasizes spending time understanding the portfolio, getting to know what's important to clients and what endeavors they may seek in life. He knows that investments are just part of the financial picture and that trust is an important quality in any relationship. He considers himself as the quarterback for a client's finances—coordinating everything from managing investments to banking, lending and lines of credit.
Murali joined the firm in 2009 as Head of Investments. This experience has given him the close relationships and insight to leverage the resources of J.P. Morgan—award-winning research, some of the world's leading investment managers, and industry-forward lending capabilities.
In his role as Head of Investments, he was a member of the J.P. Morgan Wealth Management Operating Committee, the Private Banking Investment Review Committee, the Global Investment Leadership Team and the New Business Initiative Approval Committee.
Prior to joining J.P. Morgan, he was Managing Director at a multifamily office that catered to wealthy families, foundations and endowments, where he focused on wealth management and new business. Murali also spent two years in the Investment Advisor Services arm of Bear Stearns, more than six years in the Private Wealth Management division at Goldman Sachs and 10 years at Prudential Securities.
Murali earned a Bachelor of Science from St. Stephen's College in New Delhi and a Bachelor of Science from Pace University in New York.