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
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July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read NowEye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowInsight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowInsight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowThree big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowQuick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowWhat’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowInsight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now