Andrew D. Goldberg is the Global Head of Client Investment Strategy for J.P. Morgan Wealth Management, including the J.P. Morgan Private Bank, Chase Wealth Management, and J.P. Morgan Securities. In this role, Andrew oversees a team of strategists responsible for delivering a comprehensive vision of the firm’s macro, market, and investment views to clients. Mr. Goldberg also serves as a member of the firm’s Capital Markets Investment Group and the Global Markets Council.
Prior to this role, Mr. Goldberg was a founding member of the J.P. Morgan Asset Management Market Insights Strategy Team, including the firm’s flagship Guide to the Markets. In this role, Andrew was responsible for delivering timely insights to financial advisors and institutional investors globally, and he was instrumental in the global expansion of the Strategy Team.
He also served on the U.S. Funds Operating Committee and the Global Investment Management Advisory Council.
Mr. Goldberg is a consistently top-rated presenter at conferences and events, has been a featured spokesperson on CNBC, Bloomberg and other financial news outlets, and is often quoted in the financial press.
Andy obtained a B.S. in Business Administration from Bryant University and holds series 7 and 63 licenses.