Kurt SylviaKurt SylviaManaging DirectorWealth Partner
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About Kurt
Kurt Sylvia is a Managing Director, Wealth Partner, and Portfolio Manager with J.P. Morgan Wealth Management. Kurt is dedicated to serving the specialized needs of a limited number of affluent and institutional investors to ensure the highest level of attention and responsiveness. By working with an elite group of specialists at the firm, Kurt delivers highly customized solutions that address a full spectrum of wealth management needs.
Kurt leverages the wide breadth of J.P. Morgan's industry-leading resources beyond investment management to include client services in liability management, trust and estate planning, tax management and philanthropic strategies, alternative investments, intellectual capital, insurance, and mortgages. By partnering alongside families CPAs and other professional advisors, he works diligently in seeking to ensure the totality of the financial picture is considered. Kurt's mission is to help clients pursue and/or maintain their preferred future through superior levels of consulting and service.
Kurt has over 25 years of experience in the financial services industry. He is considered to be a top national advisor to families of significant means through industry recognitions, including 2 Forbes 1 Barron's and the 3 Financial Times.
Kurt is a graduate of Providence College, where he earned a bachelor's degree in Finance. He holds FINRA series 6, 7, 31, 52, 63 and 65 licenses. He is a member of the Board of Advisors for the Stetson University School of Business. Kurt resides in Jupiter, Florida, with his wife, Michele, and enjoys spending time between South Florida and Nantucket with his family.
Insights
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Consumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now
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May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read Now
Market whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read Now
Embrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read Now
Your concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read Now
Can equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowConsumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read NowThe volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read NowMarket whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read NowEmbrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read NowYour concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read NowCan equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.Read Now