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Kurt Sylvia is a Managing Director, Wealth Partner, and Portolio Manager with J.P. Morgan Wealth Management. Kurt is dedicated to serving the specialized needs of a limited number of affluent and institutional investors to ensure the highest level of attention and responsiveness. By working with an elite group of specialists, Kurt delivers highly customized solutions that address a full spectrum of wealth management needs. These needs extend beyond investment management to include liability management, trust and estate planning, tax management and philanthropic strategies. This approach is based on the model of providing advice, access to a world-class product platform and a well-executed plan. By following this approach, Kurt has developed personalized investment strategies that can help balance income, growth and risk for each client. Kurt’s mission is to help clients pursue and/or maintain their preferred future through superior levels of consulting and service.
Kurt has over 20 years of experience in the financial services industry. He is considered to be a top advisor to families of significant means, not only in the South Florida marketplace, but nationally through industry recognitions, including Forbes, Barron’s and the Financial Times.1
Kurt is a graduate of Providence College, where he earned a bachelor’s degree in Finance. He holds FINRA series 6, 7, 31, 52, 63 and 65 licenses. He is a member of the Board of Advisors for the Stetson University School of Business. Kurt resides in Jupiter, Florida, with his wife and two teenaged children. Kurt and his wife, Michele, are actively involved in their community.
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