
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

How parents can create financially independent adults
May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read Now
Finding opportunity in increasing deficits
May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
What’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
How parents can create financially independent adults
May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read Now
Finding opportunity in increasing deficits
May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
What’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now