Andrew GibsonAndrew GibsonExecutive DirectorWealth Partner
Awards and Industry Recognition
Forbes
About Andrew
Andrew Gibson is an Executive Director and Wealth Partner at J.P. Morgan Wealth Management.
Andrew brings more than 15 years of investment knowledge and skills to clients. Before joining the firm with his colleagues in 2023, he spent 11 years at First Republic Wealth Management, rising to be the Head of Equity Trading. Prior to First Republic, Andrew held institutional trading roles at Stifel Financial and Thomas Weisel Partners.
Today, Andrew advises wealthy families and individuals on investment strategy, asset allocation and overall portfolio management. Proud to be an "ears open, sleeves rolled up" professional, he is devoted to knowing clients exceedingly well, gaining their respect and being a trusted advisor. For Andrew, being a relevant part of a client's financial life means appreciating their life's work, their business interests, and helping to ensure their overall well-being—financially and emotionally.
Andrew holds a B.S. in International Business from San Francisco State University and an M.B.A. from the F.W. Olin School of Business at Babson College in Massachusetts. After earning his Bachelor's, and a welltimed trading floor tour, Andrew fell in love with the energy and excitement of trading. Later in his career, he decided to serve clients directly and "own his own success." In 2019, he joined Catherine Evans and formed the group. An avid sailor, Andrew and his wife are proud parents of three children.
Insights
Estate planning in a low interest rate environment
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US unemployment ticks slightly higher, economy adds 151K jobs in February
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Tariff delays: Uncovering the most impacted sectors
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Options for your 401(k) when you leave a company
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Managing your stock awards to grow your wealth
February 24, 2025Uncover strategies to enhance the value of your newly vested shares and align your choices with your long-term wealth goals.Read NowEstate planning in a low interest rate environment
March 11, 2025Low interest rates may provide an opportunity to transfer wealth with little or no gift tax cost.Read NowUS unemployment ticks slightly higher, economy adds 151K jobs in February
March 10, 2025The February 2025 jobs report was slightly weaker than expected and the unemployment rate ticked up. How might the Fed react and what does the data mean for investors?Read NowTariff delays: Uncovering the most impacted sectors
March 7, 2025We examine the impact of tariffs on key sectors and what it means for investors.Read NowEye on the Market Energy Paper: Heliocentrism
March 4, 2025In the 15th annual Eye on the Market Energy Paper, Michael Cembalest dives into the speed of the renewable energy transition, tariffs and more.Read NowHow to prepare for Tax Day as a small business owner
March 4, 2025Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read NowNavigating rate risks: How bonds are better positioned in 2025
February 28, 2025Higher yields make bonds a strategic choice for investors looking to navigate the complexities of rate changes and Trump administration policies in 2025.Read NowOptions for your 401(k) when you leave a company
February 24, 2025Maybe you’re retiring, or you’ve found another job, or perhaps you’ve become unable to work or are simply taking some time off; whatever your situation, it’s important to decide what to do with your old 401(k).Read NowAct now to lower your tax bill
February 24, 2025While taxes are inevitable, the amount you owe may not be. Here are 13 tax-planning moves to consider that could help you handle your 2024 U.S. taxes and prepare for a changing landscape in 2025.Read NowManaging your stock awards to grow your wealth
February 24, 2025Uncover strategies to enhance the value of your newly vested shares and align your choices with your long-term wealth goals.Read Now