Matthew FryMatthew Fry, CFP®, AIF®Wealth Advisor
LinkedInAbout Matthew
Matthew Fry is a Wealth Advisor with J.P. Morgan Wealth Management.
With nearly two decades of experience in the financial services industry, he primarily works with high-net-worth individuals, corporate executives, small business owners and retirees.
Matt and The Wilson Group provide tailored investment portfolios rather than outsourcing to third-party investment managers. He feels such an approach is more efficient, cost-effective and personalized to the client, providing insight into the group's philosophy and thought process.
As a portfolio manager in the J.P. Morgan Wealth Management Portfolio Manager Program, Matt stands among a select group of advisors who undergo a screening process to manage discretionary client assets and are subject to ongoing quantitative and qualitative reviews to assess each advisor's investment strategy. He conducts analytical and trading due diligence on the group's equity and fixed income portfolios along with stress testing using historical periods of elevated volatility. Leveraging J.P. Morgan's intellectual capital accompanied by quantitative and qualitative analysis, he contributes to the group's overall investment process and portfolio strategy.
To help clients pursue long- and short-term goals, Matt delves deeply to fact find and understand a client's risk tolerance. He creates a wealth plan that helps fit their risk appetite and guides them to their goals. Matt believes this individualized approach, coupled with consistent client contact and personal service, provides value for the team's clients. He is a CERTIFIED FINANCIAL PLANNER™ professional and has completed extensive training in this field.
Born and raised in Philadelphia, PA, Matt received his B.S. in Business Administration from the University of Richmond in 2005. He earned an M.B.A. from Villanova University in 2012.
Matt began his investment career in 2006 when he joined Delaware Investments. Soon after, he accepted a position with Lincoln Financial Group in Radnor, PA, where he garnered substantial experience in variable and fixed annuities, and insurance. Matt became a member of The Wilson Group when he joined Morgan Stanley Wealth Management in 2012, and transitioned to J.P. Morgan in March 2015.
Matt currently resides in Havertown, PA with his wife, Stephanie, and daughters, Parker and Teagan. In his free time, he enjoys playing golf, traveling and spending time with family.
Certified Financial Planner™ is a registered trademark owned by Certified Financial Planner Board of Standards, Inc.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
Insights
Digesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read Now
Eye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read Now
May jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read Now
The opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now
2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read Now
Helping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read Now
Weathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read Now
Making dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now
100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read NowDigesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read Now