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 industryleading 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 is a graduate of Providence College, where he earned a bachelor's degree in Finance. He has over 25 years in the financial services industry and holds FINRA series 6, 7, 31, 52, 63 and 65 securities licenses.
Kurt is a member of the Board of Advisors for the Stetson University School of Business. Kurt resides with his wife, Michele, in Jupiter and Miami, Florida, and Nantucket, Massachusetts. He enjoys spending time with his family.
Insights
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