Kevin EisenbergKevin Eisenberg, CFP®Vice PresidentInvestment Associate
About Kevin
Kevin Eisenberg is a Vice President and Investment Associate at J.P. Morgan Wealth Management.
As an integral member of the team, he works closely with the team's affluent clients 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.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
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Debunking the top five sustainable investing myths
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When disaster strikes: How to give with intention and impact
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Building up: How we see infrastructure investment expanding
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U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
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Planning techniques in a volatile market
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Lessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read NowBuilding tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read NowWhere will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read NowDebunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read NowWhen disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowBuilding up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowU.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read NowPlanning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read NowLessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read Now