Executive Director, Head of Private Wealth Planners, Wealth Planning and Advice at J.P. Morgan Wealth Management
Luke DiGangi is an Executive Director and Head of the Private Wealth Planners for J.P. Morgan Wealth Management's Wealth Planning and Advice team. In this role, Luke and his team are responsible for wealth planning, thought leadership and strategic planning for individual clients. This group, composed of former practicing lawyers, CERTIFIED FINANCIAL PLANNERS® and other financial professionals, collaborates directly with clients and their tax and legal advisors and provides strategic guidance in areas such as estate and tax planning strategies, retirement planning, restricted and control stock and stock option management, business succession planning, pre- and post-transactional planning, concentrated position management and other personal planning strategies. Additionally, the team offers internal training to the J.P. Morgan Wealth Management sales force on complex financial and estate planning topics and authors content for public distribution.
Luke joined the Wealth Planning & Advice team in 2020. Prior to his current role, Luke was a rotational analyst in J.P. Morgan’s Corporate Analyst Development Program. He began his journey with J.P. Morgan as a summer intern in 2017.
Luke holds an M.B.A. from New York University’s Leonard N. Stern School of Business and a B.S. in Business Administration from the University of South Carolina’s Darla Moore School of Business.