Gregory ArgyresGregory Argyres, CFP^®, CRPC^®

Executive Director

Wealth Advisor

Greg Argyres is an Executive Director, Wealth Advisor and Portfolio Manager at J.P. Morgan Wealth Management.

Greg’s focus is on delivering portfolio management services for The ARA Group’s thriving client base, including corporate executives, leaders of publicly traded companies, business owners and high-net-worth families. In his forward-facing investment role, he selects and monitors portfolio investments and designs sophisticated wealth planning scenarios. He plays an instrumental role in critical areas across the group and imparts high-touch service for the team’s wealthy clients.

In a career that spans nearly two decades, Greg began working as an intern with the team at UBS Financial Services while he was in graduate school, where his talent for creating detailed analysis rose to the forefront. Upon graduation, he joined the group full-time, helping to guide executives on their corporate stock option plans. Greg moved with the team to Merrill Lynch Wealth Management as a Senior Vice President and Senior Financial Advisor and then to First Republic Private Wealth Management as a Wealth Manager. He transitioned to J.P. Morgan in his present role in 2023.

Greg graduated from the University of California Santa Barbara with a B.A. and earned an M.B.A. from San Francisco State University. He is a CERTIFIED FINANCIAL PLANNER^® professional and holds the Chartered Retirement Planning Counselor^SM (CRPC^®) designation. In addition, Greg is a CFA^® Level II Candidate. He is also a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies.

Greg resides on the San Francisco Peninsula with his twin sons and daughter. He volunteers his time to youth softball/baseball athletic activities in his town and coaches his children’s teams.

He views the team’s charter as marshaling, organizing and investing clients’ resources in a way that targets their most important goals. He guides clients transition concentrated stock positions and real estate holdings into more diversified portfolios that can help fund their lifestyles.

Known for his honesty, competence and intelligence, Ted has dedicated his career to enhancing clients’ long-term trajectories and prioritizing their objectives and needs. He feels it’s an exciting time in the economic environment and is adept at carefully explaining complex topics in understandable terms. Ted has built a reputation for creating strategies that are simple, straightforward, transparent and tax-efficient. He constructs portfolios consisting of equities and fixed income in top-quality companies rather than more esoteric investments.

Ted’s four-decade career includes stints at UBS and Merrill Lynch Wealth Management, where he served as a Senior Vice President and Wealth Management Advisor and was a founding member of The ARA Team. He and the team moved to First Republic Private Wealth Management before transitioning in his present role to J.P. Morgan in 2023.

A graduate of Stanford University, where he earned an A.B., Ted also holds the Certified Investment Management Analyst^® (CIMA^®) designation. He enjoys mentoring younger professionals in the industry on the power of the markets to create a lasting legacy.

Ted is a member of Commonwealth Club World Affairs of California and served as co-chair of its annual fundraising gala. He is an avid skier, hiker and golfer, and he recently completed a family Backroads hiking trip in the Italian Dolomites. He plays the drums in a local rock & roll band.