Kurt SylviaKurt SylviaManaging DirectorWealth Partner
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About Kurt
Kurt Sylvia is a Managing Director, Wealth Partner and Portfolio Manager1 with J.P. Morgan Wealth Management.
As a practice leader of The SKS Group at J.P. Morgan Wealth Management, Kurt and his team manage offices in New York, Palm Beach, and Miami. He offers tailored, sophisticated guidance to a diverse range of clients, including founders, athletes, entertainers, entrepreneurs, corporate executives, business owners, families, foundations, and those involved with Defined Benefit (DB) and Defined Contribution (DC) plans.
By collaborating with an elite group of specialists at the firm, Kurt delivers highly customized solutions that address a full spectrum of wealth management needs. He leverages the extensive resources of J.P. Morgan, which go beyond investment management to include services in liability management, trust and estate planning, tax management and philanthropic strategies, alternative investments, intellectual capital, insurance, and mortgages.
Kurt partners with families' CPAs and other professional advisors to ensure that the totality of the financial picture is considered. His mission is to help clients pursue and maintain their preferred future through superior levels of consulting and service.
Kurt is a graduate of Providence College, where he earned a bachelor's degree in Finance. With over 25 years in the financial services industry, he holds FINRA series 6, 7, 31, 52, 63, and 65 securities licenses.
He resides with his wife, Michele, in Jupiter, Florida, New York City, New York, and Nantucket, Massachusetts. In his free time, he enjoys spending time with his family and participating in outdoor activities.
1The J.P. Morgan Wealth Management Portfolio Manager Program. All Wealth Advisors and Wealth Partners who apply for the Portfolio Manager designation undergo rigorous screening by one of the most experienced due diligence teams in the industry. To remain in the program, Portfolio Managers must continue to meet stringent criteria regarding their organizational structure, investment process and performance.
Insights
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January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read NowHow to include your grandchild in your financial plan
January 5, 2026Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.Read NowWhen does it make sense for a trust to own your life insurance policy?
December 24, 2025Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read NowSelecting the right assets to give to charity
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December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read NowData returns with November 2025 CPI report: Inflation lower than expected
December 18, 2025Consumer prices rose more slowly than expected in November, bringing annual headline inflation to 2.7%. See how the return of official data impacts your wallet, the Federal Reserve and your portfolio.Read NowUS added 64k jobs in November; unemployment rate also increased slightly
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