Kurt SylviaKurt SylviaManaging DirectorWealth Partner
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About Kurt
Kurt Sylvia is a Managing Director, Wealth Partner and Portfolio Manager at 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 is also a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies.
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.
J.P. Morgan Securities LLC (“JPMS”) investment advisory programs may not be appropriate for all investors, depending on individual investment objectives and goals. For more information about the investment advisory programs available, please see the applicable program disclosure brochure (“JPMS ADV”), available at www.jpmorgan.com/ADV.
Insights
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