Stephen GoldStephen GoldManaging DirectorWealth Partner
Awards and Industry Recognition
Forbes
About Stephen
Stephen Gold is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
As a founding member of The Gold-Henry Wealth Management Group, Steve offers comprehensive investment and wealth management services to highnet-worth individuals and affluent families, developing customized strategies to assist them in pursuit of their specific goals. He is a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary portfolios, and are subject to ongoing quantitative and qualitative reviews to assess each advisor's investment strategy.
Steve grasps the inherent subtleties and challenges facing clients who have complex needs and enjoys the process of forging strong relationships to assist them in pursuing their aspirations. He tailors his approach to each individual's and family's particular situation— multi-generational planning, liquidity, philanthropy and more. Steve's clients appreciate having access to J.P. Morgan's breadth of resources delivered within a boutique environment.
In a career spanning more than 25 years, Steve began at PaineWebber/UBS, and spent nearly a decade as an Executive Director at Morgan Stanley. He joined J.P. Morgan in his current role in 2018, recognizing that its reputation as a global financial powerhouse would enable him to render an enhanced level of products and services to his clients.
Steve is an avid sports fan and spends his free time attending NFL, NBA, NHL and MLB games with his family. He also enjoys traveling all together to exciting locales.
Insights
J.P. Morgan Summer Reading List 2025
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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 NowHelping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read NowWhat’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 NowWhat’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 NowThe 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 NowFamily 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 NowHow to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowApril 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 NowHow to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now