Howard HorowitzHoward HorowitzVice PresidentRelationship Manager
About Howard
Howard Horowitz is a Vice President and Relationship Manager at J.P. Morgan Wealth Management.
With over 30 years of industry experience, Howard brings a vast understanding of the dynamic and sophisticated wealth management needs facing high-net-worth clientele. He joined The Wentzheimer Group in 2016 and serves a key role in the goals-based financial plans the team tailors for clients. Howard is committed to personalized service and enjoys helping each person and family identify their breadth of priorities against their multi-generational needs. Across his relationships, he aims to help clients awaken opportunities and design strategies that strengthen how they protect and preserve wealth.
Howard joined J.P. Morgan Wealth Management in 2023. He previously served as a Senior Vice President and Wealth Manager at First Republic Investment Management, which he joined in 2021. Howard further served as a Senior Vice President at Morgan Stanley, as well as at Wells Fargo. Today, he applies his deep insight around risk management and wealth planning to comprehensively address clients' varied objectives. In every step, he helps them align their legacy goals with their life visions and coalesce all elements into a unified plan.
A graduate of Southern Connecticut State University, Howard earned a B.A. in Physical Education.
Insights
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December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read NowIncentive stock options and the AMT
December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowReady to thrive in 2025
December 17, 2024In her end of year note, CEO of J.P. Morgan Wealth Management Kristin Lemkau reflects on markets in 2024 and looks forward to what might unfold in 2025.Read Now6 practices to help you navigate family dynamics during the holidays
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December 12, 2024Though higher than the Federal Reserve’s target of two percent inflation, the November CPI print was no cause for alarm.Read Now