Awards and Industry Recognition
Douglas Fiek is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Doug provides customized advice and sustained guidance to families, technology entrepreneurs, and senior executives, assisting them to effectively grow, preserve, and deploy their wealth. He deliberately serves a limited number of clients, often working with two or three generations of family members, offering personalized attention and customized portfolios. With close to 30 years of investment experience, Doug's knowledge spans various market cycles. As a CPA by background, having worked at Price Waterhouse, he is bred for investing with tax efficiency in mind and for transferring and distributing wealth in a tax efficient manner. Passionate about people and investment markets, Doug brings genuine enthusiasm to his role and is gratified to impact client lives measurably.
Doug joined J.P. Morgan Wealth Management in 2023 after seven years with First Republic Private Wealth Management, where he served as a Managing Director and Portfolio Manager. Doug's career also includes two decades with Credit Suisse, and its predecessor firm, Donaldson, Lufkin & Jenrette. He earned his B.A. in Economics from the University of California, Berkeley, and his M.B.A. from the Anderson School of Management at UCLA.
Doug and his wife live in Marin County and are transitioning to a life with more free time on the weekend, with three children in college and one finishing up high school. A fitness enthusiast, Doug cycles a 30-mile round trip route across the Golden Gate Bridge daily for his commute to work. He also enjoys traveling, yoga, home improvement projects, and gardening.