Tom PescherineTom PescherineManaging DirectorWealth Advisor
About Tom
Tom Pescherine is a Managing Director and a Wealth Advisor with J.P. Morgan Wealth Management. Tom's bicoastal business provides investment advisory services for high-net-worth individuals, trusts, endowments and retirement plans. His client relationships have flourished based on his ongoing dedication to a disciplined process of consistent communication, augmented by the company's resources, knowledge base and thought leadership.
Tom has 30 years of financial industry experience, emanating from an economics course he took in high school. When recruited on a football scholarship to college, he negotiated a place in the business school, and headed for Wall Street upon graduation. His commitment to analyzing his clients' needs, educating them about the financial markets and constructing customized investment plans are vital to the success they enjoy. He carefully guides clients in the realities of their spending patterns and long-term liquidity needs balanced against their comfort level in changing markets.
Tom began his career at Dean Witter Reynolds (now Morgan Stanley), where he worked from 1984 to 1988, followed by Oppenheimer CIBC/WorldMarkets (1988-2003). He then joined J.P. Morgan's predecessor firm, Bear Stearns, in 2003, transitioning with the company to his present role.
Tom graduated from the University of Delaware with a B.S. in Business Administration, with a concentration in Finance. An avid history enthusiast, he enjoys international travel and theatre. He and his wife, Maria, live on New York City's Upper West Side with their two sons, Max and Sam.
Insights
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
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
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
Is 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 Now
Add 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 Now
Municipal 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 Now
For 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 Now
With 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 Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember 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 NowWe 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 NowMarket 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 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
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now