Reynolds OspinaReynolds OspinaManaging DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About Reynolds
Reynolds Ospina is a Managing Director and Wealth Advisor at J.P. Morgan Wealth Management.
As a leader of The Berry Ospina Team, Reynolds provides sustained guidance and tailored advice to a select group of entrepreneurs, professional investors, senior executives, nonprofit organizations and institutions, supporting their aspirations and reducing the complexity of their financial affairs. Drawing on more than 25 years of wealth management experience, he offers the knowledge and insight that are grounded in a genuine commitment to client well-being.
Keenly attuned to the intricacies of substantial wealth, Reynolds specializes in offering innovative, tax-sensitive investment strategies customized to the risk parameters of each client. His proficiencies extend to concentrated wealth strategies, financial planning, cash-flow modeling and balance sheet review. An attentive listener, Reynolds is thorough in his analysis, taking the time to appreciate the distinctive circumstances of each client. He and his team, he notes, often become an extension of a family, advising two—and even three—generations. A firm believer in financial education, Reynolds is gratified to support the rising generation in embracing the habits and mindsets of sound stewardship.
Reynolds moved to J.P. Morgan Wealth Management in 2023 with his team and has earned national recognition for his work. Previously, he was a Managing Director and Wealth Manager at First Republic Investment Management, which he joined in 2014. Reynolds' professional journey also includes senior roles at Harvest Capital Strategies LLC, a high-net-worth asset manager overseeing $1.6 billion, as well as positions with Thomas Weisel Partners and Hambrecht & Quist. He earned his B.S. in Business Administration in Finance from Old Dominion University.
Within his professional community, Reynolds is a member of the Security Traders Association of San Francisco. Previously, he served on the board of ALAS, the Alliance for Latinos Advancing Success, at First Republic. He is also a past board member for Calvary Nursery School and Calvary Presbyterian Church.
A native of Garden City, New York, Reynolds and his wife, Sarah, currently live in San Francisco with their three children. In his free hours, he enjoys hiking, skiing, running, reading and spending time with friends and family.
Insights
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
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April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
How to better position portfolios before the hard data changes
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May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Financial considerations for multigenerational households
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You’ve decided to share your wealth with family. Now what?
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The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowFamily wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowThe value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowHow to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowApril 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowHow to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read NowMay 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read NowFinancial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read NowYou’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowThe art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now