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
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November 26, 2025We give thanks for a broad-based rally, a durable economy and a powerful innovation cycle.Read NowWhat will you do if you suddenly become rich?
November 25, 2025Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowJ.P. Morgan NextList 2026
November 24, 2025J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2026 list here.Read NowChanging your state of residence
November 21, 2025When moving to a new state, you may have to sever some or all of your ties to your former state; half measures can leave you open to tax claims by your former home state.Read Now3 key contrasts shaping market momentum
November 21, 2025AI, household trends and global trade are giving investors both reasons to feel optimistic and reasons to show caution.Read NowA loving gift: The ethical will
November 21, 2025While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowUnderstanding disability insurance
November 21, 2025Disability insurance can help replace some of your income if you become disabled and are prevented from working, either in the short term or the long term.Read NowHow to manage your employee stock options
November 21, 2025It’s important to consider tax and investment implications of holding or exercising your options.Read NowDelayed September jobs report beats forecasts while unemployment rate ticks up
November 20, 2025The September 2025 jobs report showed 119,000 jobs were added in the month. See what the data means for wages, hiring trends and the Federal Reserve’s next move.Read Now