About Erik

Erik Capowski is an Investment Associate with J.P. Morgan Wealth Management.

As a member of the OCB Group, Erik helps to deliver complex wealth management services to the team's clientele of high-net-worth individuals and their families. He leverages a background in research and financial modeling to create tailored investment strategies that position clients toward their long-term goals and prepare them for changes in the economic environment. Erik analyzes the economic and financial landscape to identify market themes, opportunities, and risks.

Erik graduated from the University of Denver with a B.A. in Economics. While there, he helped to identify investment opportunities for DU's Marsico endowment fund. Erik began his career at MFS Investment Management, where he helped Financial Advisors understand and allocate their clients' investment portfolios. Erik joined J.P. Morgan in 2022. He holds FINRA Series 7 and 66 licenses, and is a CFA® Charterholder.

Erik grew up in Boston and currently lives in San Francisco. In his spare time, he enjoys playing basketball and traveling.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Insights

Investing

Don’t sell America – bet on it

July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read Now
Outlook

June 2025 CPI report: Tariffs are having an impact on consumer prices

July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now
Fraud

How to protect yourself from debit card fraud

July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.