About Kevin

Kevin Eisenberg is an Investment Associate with J.P. Morgan Wealth Management. As an integral member of The Slattery Group, he works closely with the team's affluent individuals and families to address their personalized and sophisticated mandates.

Kevin assists in the development of tailored asset allocation and investment strategies that are designed to address each client's holistic and often complex requirements. He is actively involved in the entire process, immersing himself in research, trading, portfolio implementation and ongoing portfolio review. Kevin has earned a reputation for getting things done in an expedient and efficient manner. He is known for his relationship management skills and takes a leadership role in customer service and business development initiatives for the team.

A graduate of Plymouth State University, Kevin earned a B.S. in Sports Management and was the captain of the men's basketball team. In 2014, he began his career in wealth management when he joined Morgan Stanley as a Portfolio Management Associate. As a member of The Slattery Group, Kevin transitioned to J.P. Morgan in 2018. He is pleased to provide clients with direct access to the firm's world-class investment platform and breadth of products and services.

Currently residing in Stamford, Connecticut, Kevin sits on the Junior Advisory Board of LifeBridge Community Services, an organization devoted to helping people impacted by poverty receive support to manage financial crises, resolve family challenges, and be given the work skills they need to achieve employment goals. In his free time, he continues to play basketball, tennis and golf.

Insights

Wealth Planning

For you, is it a "great resignation" or just a "great reset"?

May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Taxes

Tax alpha: 3 steps to take today to improve your portfolio’s tax health

May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Investing

Consumers are still spending, but what they’re buying is changing

May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now
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(914) 899-5916kevin.eisenberg@jpmorgan.com