Eric TeichbergEric Teichberg, CFP®, CIMA®Managing DirectorWealth Partner
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About Eric
Eric Teichberg is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.
With over 25 years of Wall Street experience in portfolio construction and management, wealth planning and investment due diligence, Eric works closely with ultra-high-net-worth families to create and implement lasting strategies that address their unique needs and goals.
One of Eric's most important priorities is to help clients understand and interpret complex financial concepts relevant to their personalized situations. He believes that wealth creates not only unique opportunities, but also impactful challenges that require careful consideration and professional guidance. Eric focuses on delivering a quality experience to build confidence and trust among his client families. Eric has been engaged in wealth management and ultra-high-net-worth consulting since he entered the finance industry in the early 1990s. Prior to joining J.P. Morgan in 2019, he was a Private Wealth Advisor with UBS Private Wealth Management for eight years.
As a CERTIFIED FINANCIAL PLANNER® professional, Eric formulates customized approaches that help target short- and long-term objectives.
Eric is a graduate of Brandeis University in Waltham, Massachusetts. He and his wife live in North Potomac, Maryland, with their two daughters.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
A historical look at Giving Season
October 15, 2024The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Planning finances for a blended family
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Helping your elderly and vulnerable loved ones avoid the scammers
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Fourth-quarter forecast: 3 things that could affect markets
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September 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target
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How an annuity can help as you plan for retirement
October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read Now
Make philanthropy a family affair
October 10, 2024There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
October 8, 2024A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
Estate planning for Indigenous Americans
October 8, 2024For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read NowA historical look at Giving Season
October 15, 2024The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowPlanning finances for a blended family
October 15, 2024The term “blended family” can have different meanings for different people. However, planning can go a long way.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
October 14, 2024Elderly & vulnerable persons are a prime target for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowFourth-quarter forecast: 3 things that could affect markets
October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read NowSeptember 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target
October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read NowHow an annuity can help as you plan for retirement
October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read NowMake philanthropy a family affair
October 10, 2024There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
October 8, 2024A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowEstate planning for Indigenous Americans
October 8, 2024For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now