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Roland Pritchett is a Managing Director and a Wealth Partner with J.P. Morgan Wealth Management. He serves as the primary Relationship Manager for The Pritchett Group’s clients, who include entrepreneurs, corporate executives and high-net-worth individuals. Roland’s experience in fixed income helps his clients, and he enjoys constructing portfolios and providing tactical asset allocation guidance on their investible assets to reflect either changing market conditions or their personal situations. He employs the firm’s breadth of resources, including lending capabilities, investment and commercial banking, and exclusive money management strategies to help his clients meet their goals.
Roland’s 23 years in the industry grew from his solid financial background and observing his father’s experience as an investment advisor. His experience spans periods of extreme volatility, from which he developed a disciplined process to help assess his clients’ risk parameters and position their portfolios to withstand inevitable market fluctuations. He and his team differentiate themselves by providing unique experience and an investment philosophy. Each team member is committed to providing clients with exceptional service.
Beginning his career at Kidder Peabody (now UBS) from 1992 to 1994, Roland moved to Prudential Securities fixed income sales and trading from 1994 to 1999. He then moved to the Private Wealth Management (PWM) business and helped open the first Morgan Stanley PWM office in Atlanta from 1999 to 2005. Roland returned to UBS from 2005 to 2013, where he became a Managing Director and was a member of the Chairman’s Council for six years. He joined J.P. Morgan in 2013.
Roland grew up in Sandy Springs, Georgia, and played football at Boston College, graduating with both a B.S. and an M.S. in Finance. He now lives in Atlanta, and in his spare time enjoys skiing, boating, philanthropy and spending time with his two daughters at the family vacation home on Oconee Lake.
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