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Sergio is a Managing Director and Wealth Partner in the Miami office of J.P. Morgan Wealth Management. He advises high-net-worth individuals and families on all aspects of wealth management. As a testament to his client focus, Sergio was recognized by Barron's as a Top 1,200 Financial Advisor in 2021 and 2020 and by Forbes as a Best-In-State Wealth Advisor in 2021 and 20201.
He has a B.A. in Economics from Columbia University, an M.B.A. from Columbia University, and over thirty years of investment experience. Sergio was a Managing Director in private wealth management at Goldman Sachs prior to joining J.P. Morgan.
He has served as a member of the following philanthropic boards: University of Miami Sylvester Comprehensive Cancer Center Founders Society, Phillip and Patricia Frost Museum of Science, and Miami Waterkeeper. Sergio lives in Coral Gables with his wife and three children.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Awards or rankings are not indicative of future success or results.
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