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Christopher Wimpfheimer
Above all, I place emphasis on transparency and strive to deliver an excellent customer experience.

Christopher Wimpfheimer

Executive Director

Christopher Wimpfheimer


212.272.7737

christopher.wimpfheimer@jpmorgan.com

277 Park Avenue
New York, NY 10172

About Christopher

Christopher Wimpfheimer is an Executive Director and Wealth Partner with J.P. Morgan Wealth Management. As a partner in The TBW Group, he taps his background in fixed income and cash management strategies to offer advisory guidance for institutions and ultra-high-net-worth families.

Chris employs the skills gained from his considerable exposure to complex fixed income portfolios. When serving the team’s clients, he seeks to deliver conservation, consistency and growth. He leverages his knowledge and background to identify allocation trends, select securities and analyze market performance to help deliver low-volatility investments tailored for each individual.

His deep understanding of institutional environments allows him to offer corporate cash management, treasury services, liquidity strategies and short-duration portfolios that are targeted to help preserve capital and generate income. For his high-net-worth clients, Chris applies these insights on a more personal level to provide a sophisticated approach to wealth management. Above all, he places emphasis on transparency and strives to deliver an excellent customer experience.In 2021, Chris was recognized by Forbes as a Best-In-State Wealth Advisor and as a Top Next-Gen Wealth Advisor.1

Chris holds a B.A. from George Washington University. With almost 10 years of investment experience, he has been with J.P. Morgan since 2009. In that time, he has accrued critical exposure to marketing, business development and financial advisory services. Chris has been an integral member of The TBW Group for eight years and is proud of the firm’s stellar reputation as a leader in asset management.

A fifth generation New Yorker, Chris lives with his wife, Carly, and toddler son, Chase, in Manhattan. In his free time, he enjoys many outdoor activities, including golf, snowboarding and surfing.

1. 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 or SHOOK receive a fee in exchange for rankings. Awards or rankings are not indicative of future success or results.

 

SHOOK considered advisors born in 1982 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com.SHOOK is a registered trademark of SHOOK Research, LLC.

 

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