Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In-State
2023 • 2022

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

Investing

Digesting the Fed’s ‘pause’

June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read Now
Investing

Eye on the Market: Letters to the Editor

June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read Now
Investing

May jobs report: Labor market continues to be strong

June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read Now
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