Andrea BorgioliAndrea BorgioliManaging DirectorWealth Partner
Awards and Industry Recognition
Forbes
About Andrea
Andrea Borgioli is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Andrea provides sustained leadership and advice to individuals and families, helping them simplify the complexities that significant wealth can pose. Drawing on more than two decades in investing and wealth management, he offers a thoughtful and analytical approach to multiple facets of client wealth, supporting a more cohesive framework to advance client priorities. Andrea's areas of concentration include portfolio design and asset allocation, wealth planning, trust services and family wealth dynamics.
Clients from varied paths look to Andrea for assistance. Many are real estate investors and entrepreneurs. Others are trust grantors or beneficiaries who require fiduciary asset management. And still others have forged their own paths to wealth. To each of these relationships, Andrea offers focused attention, a disciplined perspective and steady integrity, demonstrating his commitment to the well-being of each client and family.
Prior to moving to J.P. Morgan Wealth Management with his team in 2023, Andrea spent more than five years with First Republic Private Wealth Management, where he was a Managing Director and Wealth Manager. His career also includes 12 years with Wells Fargo Private Bank, where he was a Senior Vice President and Senior Investment Manager. Previously, Andrea gained experience with a Swiss bank in Lugano, was an International Strategy Consultant for The Boston Consulting Group, and served as a research scientist at NASA's Jet Propulsion Lab in Pasadena.
Andrea earned his MBA, cum laude, from Bocconi International School of Management and his advanced degree in Electrical Engineering, cum laude, from the University of Florence in Italy.
A resident of Santa Barbara for more than 25 years, Andrea enjoys spending time in his community. He and his wife, Rebecca, have two teenage children. In his free time, Andrea likes to play tennis and volleyball.
Insights
“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
September 16, 2025“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read Now
Business succession planning: Valuing your business
September 16, 2025Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
6 strategies to consider before year-end
September 15, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read Now
Aligning your strategy with your goals: The value of wealth planning
September 15, 2025There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read Now
Investing in equities? 3 key questions to consider
September 12, 2025We consider valuations, concentration and capital expenditure investing before putting money to work in equities.Read Now
August inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read Now
Retirement and estate planning for unmarried couples
September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
The duties of a trustee
September 9, 2025There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now
Protecting estate plans from hostile family members may be advisable
September 9, 2025LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read Now“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
September 16, 2025“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read NowBusiness succession planning: Valuing your business
September 16, 2025Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now6 strategies to consider before year-end
September 15, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read NowAligning your strategy with your goals: The value of wealth planning
September 15, 2025There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read NowInvesting in equities? 3 key questions to consider
September 12, 2025We consider valuations, concentration and capital expenditure investing before putting money to work in equities.Read NowAugust inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read NowRetirement and estate planning for unmarried couples
September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read NowThe duties of a trustee
September 9, 2025There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read NowProtecting estate plans from hostile family members may be advisable
September 9, 2025LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read Now