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Lewis RosensittoLewis RosensittoWealth Advisor
About Lewis
Lewis Rosensitto is a Wealth Advisor at J.P. Morgan Wealth Management.
As a member of FGF Partners, Lewis provides tailored wealth management advice and guidance to high-net-worth individuals and families, helping them anticipate and prepare for key decision points in their lives and wealth. He advises clients over the lifecycle of their careers—as well as in retirement—supporting them in delineating a pathway to their ambitions and intentions. With more than 30 years of wealth management experience, Lewis draws on a deep reservoir of knowledge and a wide network of contacts, helping facilitate meaningful progress toward client objectives.
Clients from varied paths seek Lewis's advice. He has extensive experience addressing the needs of senior partners at major law firms in the Am Law 100. Lewis also advises other high-net-worth individuals, including entrepreneurs, business owners, private equity and venture capital principals, and professionals. An accomplished team leader, Lewis is skilled in building a network of relationships around each client, providing access to the services and offerings that significant wealth can require. He offers an integrated approach to multiple facets of client wealth, including planning, investing, wealth transfer, banking and credit. Lewis believes clients appreciate his ability to provide answers quickly and decisively. Extremely accessible, he maintains close contact with each person or family, becoming an essential part of their advisory team and a trusted member of their inner circle.
Lewis joined J.P. Morgan Wealth Management in 2024. Previously, he spent more than 12 years with First Republic Bank, where he was a Managing Director and Relationship Manager in the Newport Beach office. His career also includes more than 12 years with the Law Firm Group at Citi Private Bank, where he was a Managing Director and Founding Private Banker who helped establish its office in the Orange County market.
Lewis earned his B.A. in Economics from Pepperdine University. He holds the Chartered Financial Consultant®designation.
A resident of Monarch Beach, Lewis is married and has three children. He has served on the board of several non-profit organizations and remains active in his local community. Passionate about winter travel, Lewis likes to visit remote locations around the Arctic Circle. He also ventures to Alaska every March to watch and support the Iditarod Trail Sled Dog Race.
Chartered Financial Consultant 17 ®("ChFC®") are registered trademarks owned by The American College of Financial Services
Insights
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