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The Kritzer-Castellaw Group

Wealth Partners at J.P. Morgan

The Kritzer-Castellaw Group

We provide attentive service to address the complexities of wealth.


 

3424 Peachtree Road NE, Suite 1700
Atlanta, GA 30326

Welcome

We deliver holistic wealth management strategies to a diverse range of business owners, corporate executives, entrepreneurs and multigenerational families who have worked hard to acquire significant capital and are looking for an experienced team to help organize every element of their financial roadmaps.

Just as most companies have a Chief Financial Officer to oversee their corporate financial affairs, we believe our role as Wealth Advisors is equally essential to the clients we serve.

Holistic wealth management
Our team has built our practice upon the pillars of customized portfolio development, liability management and trust & estate planning. We are skilled in pre- and post-liquidity planning, management of large equity positions, executive services and an array of other sophisticated requirements that our affluent clients seek.

Placing clients first
Throughout our careers, we have dedicated ourselves to educating clients about every aspect of their financial pictures. Our objective in providing the highest level of personal service is rooted in a deep commitment to caring for the best interests of families like yours.
By providing trusted advisory guidance, we enable you to concentrate on what you do best, knowing that your personalized goals are being carefully handled.

Our team
David Kritzer and Chris Castellaw lead our four-member team. Integrated support is provided by a host of other talented individuals.

David Kritzer, Managing Director
Chris Castellaw, Executive Director
Amanda Kombosch, Senior Client Associate
Connie Hayes, Client Associate

Wealth Management Specialists
As an extension of our team, we consult directly with other professional resources of the firm to address your requirements for multigenerational trust & estate planning.

Adam Frank, Head of J.P. Morgan Wealth Management Group
Jeff Herman, Executive Director, Wealth Management and Planning

We are backed by an industry leader
Our capabilities are backed by the fiscal strength and stability of J.P. Morgan’s fortress balance sheet to help safeguard your assets in various economic environments. We welcome the opportunity to help plan for your financial future and be a partner in your success.

Investment Approach

Attention to what matters most
At the Kritzer-Castellaw Group, we understand that wealth is rarely an end in itself—it is a means by which our clients enhance the lives of their families and future generations. With this responsibility in mind, we deliver holistic wealth management services to oversee the range of financial complexities that often accompany great success.

A relationship-driven process
Our practice was founded to serve the wealth management needs of successful entrepreneurs, business owners and high-net-worth families who seek full-service capabilities. We view ourselves as advocates for our clients, helping navigate the uncertainties of financial choices.
By discussing your income statement, balance sheet, cash flow and trust & estate needs, we gain a clearer understanding of your goals and requirements. Our team provides leadership to manage significant assets across multiple generations.

Specialized focus on the unique needs of business owners
With first-hand experience building our practice, we have a particular affinity for addressing the specialized requirements of business owners and entrepreneurs who may have sold a company or are planning to do so.

Pre-transaction planning—We help evaluate the timing and impacts of liquidity events, and address tax and other considerations. To minimize exposure, we develop hedging and monetization strategies that help capture equity opportunities and avoid excess risk.

Post-transaction diversification—Once a liquidity event has occurred, we diversify proceeds into an individualized portfolio with specific investment goals. We partner with clients’ CPAs and other outside advisors to help ensure that critical financial elements are considered.

Executive services
Through our many years of experience, we have become proficient in furnishing support for restricted securities, 10b5-1 contracts, company options and other sophisticated instruments. We work within your risk parameters to create uncorrelated investment strategies that help diversify away from concentrated equity positions.

Cash flow strategies
One current area of focus, given the low interest rate environment, is the development of alternative strategies to generate targeted levels of cash flow.

Active portfolio management
Our asset management approach gives high consideration to the preservation of capital. The teams’s long-term objective is to build a core portfolio with tactical or timely additions to help pursue an economic rate of return.

We customize portfolios to the requirements of each client. Typically, we use a wide variety of investment vehicles, including individual stocks, bonds, mutual funds, ETFs, separately managed accounts, private equity, hedge funds and other alternative investments.

When needed, we take a more aggressive stance, but do so in a risk-mitigated fashion to help protect existing capital. We may also make tactical adjustments or change allocations to assist in enhancing potential returns.

J.P. Morgan’s commitment to excellence
Our team augments our own research with the powerful resources of J.P. Morgan. Our clients benefit from direct access to the intellectual capital, real-time insights and award-winning research team1 that we leverage as part of the firm’s due diligence process.

Meet Our Team

Click a profile to learn more about each member

David Kritzer

Managing Director


404.842.4036

david.kritzer@jpmorgan.com

3424 Peachtree Road NE, Suite 1700
Atlanta, GA 30326

Chris Castellaw

Executive Director


404.842.4333

chris.castellaw@jpmorgan.com

3424 Peachtree Road NE, Suite 1700
Atlanta, GA 30326

Amanda Kombosch

Senior Client Associate


404.842.4025

amanda.kombosch@jpmorgan.com

3424 Peachtree Road NE, Suite 1700
Atlanta, GA 30326

Connie Hayes

Client Associate


404.842.4072

connie.hayes@jpmorgan.com

3424 Peachtree Road NE, Suite 1700
Atlanta, GA 30326

 

Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

To learn more about J. P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our  J.P. Morgan Securities LLC Form CRS and  Guide to Investment Services and Brokerage Products.

This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. 

This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (JPMS). When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

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J.P. Morgan Chase Bank N.A., Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.

Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call.  Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.​

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Please read additional Important Information in conjunction with these pages.