Stuart WechslerStuart WechslerManaging DirectorWealth Partner
About Stuart
Stuart Wechsler is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
As a co-founder of the Schottenstein & Wechsler Group, Stuart directs a range of wealth-management services including investment strategies, asset allocation and wealth-transfer strategies. He also advises executives on concentrated equity management, monetization and diversification strategies.
Stuart has more than two decades of wealth management experience, working closely with clients to pursue their financial objectives. He joined J.P. Morgan Wealth Management in 2023. Previously, he was a Senior Managing Director and Wealth Manager at First Republic Private Wealth Management, which he joined in 2018. His career also includes 15 years as a Managing Director and Private Wealth Manager with the Merrill Lynch Private Banking and Investment Group. Earlier, Stuart was a Principal with Thomas Weisel Partners Private Client Department in San Francisco. He began his career with Montgomery Securities in New York.
A graduate of Emory University, Stuart earned his B.B.A. from the Goizueta Business School.
Stuart is an active supporter of local charities that benefit children, education and cancer research.
Insights
Retirement
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Wealth Planning
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Wealth Planning
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Markets and Economy
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Family Legacy
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Business Planning
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Markets and Economy
The global rates repricing: will central banks actually hike?
March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read NowRetirement
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April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowWealth Planning
What is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowMarkets and Economy
Emerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read NowWealth Planning
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April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowMarkets and Economy
A balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowMarkets and Economy
The defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowFamily Legacy
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April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowBusiness Planning
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The global rates repricing: will central banks actually hike?
March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read Now
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