We no longer support this browser. Using a supported browser will provide a better experience.

Please update your browser.

Close browser message

The Foster Winger Group

Wealth Partners at J.P. Morgan

The Foster Winger Group


914.899.5910

925 Westchester Avenue, Suite 405
White Plains, NY 10604

Welcome

Our group provides the type of personal touch that is invaluable when advising clients with considerable assets. Together, we bring rigorous attention to the details of every transaction.

EXPERIENCE-DRIVEN CAPABILITIES

At the Foster Winger Group, we draw on the strength of our blended capabilities to offer tailored wealth management strategies for highnet- worth individuals, family offices, hedge funds, mutual funds and other institutions. We have organized our practice in a synergistic fashion to harness the depth of our experience and the power of our complementary backgrounds— providing many layers of networking and know-how that help enhance clients’ lives.

INSTITUTIONAL-CALIBER SUPPORT

Our background has afforded us in-depth exposure to the capital markets, and we deliver advisory guidance at an institutional level using the same disciplines and processes typically reserved for the world’s largest investors. Of paramount importance is our ability to remain nimble as personal or business demands evolve. This differentiation enables us to provide a more sophisticated advisory experience than you may have previously encountered.

COMPREHENSIVE INVESTMENT AND WEALTH PLANNING

By functioning as your dedicated team within J.P. Morgan, one of the largest and most respected firms in the world, we direct the full capabilities of the firm toward your individualized needs. One of our core competencies is providing skilled support for 401(k) and pension plans, including defined benefit, defined contribution, deferred compensation and cash balance plans.

  • INVESTMENT AND WEALTH PLANNING
  • MANAGEMENT OF CONCENTRATED EQUITY POSITIONS
  • PRE- AND POST-LIQUIDITY PLANNING
  • CORPORATE RETIREMENT SERVICES 
    • 401(K) PLANS
    • DEFINED BENEFIT PLANS
    • DEFINED CONTRIBUTION PLANS
  • PORTFOLIO MANAGEMENT
  • CASH FLOW MANAGEMENT
  • TAX-ADVANTAGED STRATEGIES
  • LENDING & CREDIT
  • MORTGAGES
  • PRIVATE BANKING
  • TRUST & ESTATE PLANNING
  • PHILANTHROPIC GIVING

Investment Approach

A HANDS-ON AND PERSONAL APPROACH

We recognize that affluent clients have specific issues that require a discerning approach. Our group delivers a level of care that embraces concierge attention and responsiveness. Partnering together, we serve as a trusted advisor to guide clients through the intricacies of financial decision-making.

TARGETED ADVISORY GUIDANCE

We delve into the specifics of each unique situation, drilling deep to understand individualized profiles for time horizons and risk parameters. Our process is centered on both short- and long-term wealth management objectives—income requirements, cash management, estate considerations and tax minimization. We navigate the vast resources of the firm to find the best approaches to address these sophisticated goals. Supported by J.P. Morgan’s intellectual capital and award-winning research, 1 we allocate resources in a prudent and targeted manner.

EXPERIENCED PORTFOLIO MANAGEMENT

We run a proprietary equity strategy that is tailored to the needs of each client. For portfolios that contain fixed-income investments, we manage these assets inhouse. Our team may also use ETFs, mutual funds, separately managed accounts and third-party managers for tactical flexibility and short-term advantages. At times, we turn to alternative investments such as hedge funds and private equity to help minimize volatility and balance portfolios rather than rely upon additional equity exposure.

Awards & Recognition

 

Forbes2

Best-In-State Wealth Advisors

2021 · 2020

Meet Our Team

Ryan N. Winger, AIF®

Executive Director


914.899.5905

ryan.n.winger@jpmorgan.com

925 Westchester Avenue, Suite 405
White Plains, NY 10604

Peter J. Lennon, CFP®  

Vice President


914.899.5929

peter.lennon@jpmorgan.com

925 Westchester Avenue, Suite 405
White Plains, NY 10604

Nevy Vatachka

Investment Associate


914.899.5997

nevy.vatachka@jpmorgan.com

925 Westchester Avenue, Suite 405
White Plains, NY 10604

Fi360 Inc. owns and awards the certification marks “AIF®” and “Accredited Investment Fiduciary®”. Authorized users of the marks have successfully met requirements for initial certification and annual recertification.

CIMA® and Certified Investment Management Analyst® are registered trademarks owned by IMCA Investment Management Consultants Association®.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Awards or rankings are not indicative of future success or results.
1.Source: J.P. Morgan ranked #1 as the All-America Research Team, Institutional Investor, 2020.
2.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.

 

 

 

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

Equal Housing Opportunity logo

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.