Eric TeichbergEric Teichberg, CFP®, CIMA®Executive DirectorWealth Partner
About Eric
Eric Teichberg is an Executive Director and Wealth Partner with J.P. Morgan Wealth Management. With over 25 years of Wall Street experience in portfolio construction & 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 situation. 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 8 years.
As a CERTIFIED FINANCIAL PLANNER™ professional, Eric formulates customized approaches that help target short- and long-term objectives. He is a Certified Investment Management Analyst® (CIMA), an accreditation conferred by the Investment Management Consulting Association through the Wharton School at the University of Pennsylvania.
Eric is a graduate of Brandeis University in Waltham, MA. He and his wife live in North Potomac, MD with their two daughters.
CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by Certified Financial Planner Board of Standards, Inc.
Insights
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