Evan Weiss

Evan Weiss

Estate and Business Planning Specialist, J.P. Morgan Securities LLC
Boston

Evan Weiss

Estate and Business Planning Specialist, J.P. Morgan Securities LLC
Boston
  • Wealth Management Experience Since 2005
    Evan Weiss is a Managing Director of Estate and Business Planning with J.P. Morgan Securities LLC. Mr. Weiss joined J.P. Morgan Securities LLC in 2023. Prior to joining J.P. Morgan Securities LLC, Mr. Weiss was a Managing Director at First Republic since 2018. Mr. Weiss works closely with individuals and families to design and implement coordinated insurance strategies, including life, long-term disability and long-term care solutions. He is experienced in collaborating with clients’ teams of advisors, bringing together their trust and estate lawyer, accountant, investment manager and family office professional. Mr. Weiss’ clients come from all industries and markets, including but not limited to private equity, venture capital, biotech and pharmaceuticals, professional athletes, technology entrepreneurs, business owners and inherited wealth. Prior to joining First Republic, Mr. Weiss started his insurance career at Northwestern Mutual in 2005 in Boston. As a member of the Atlantic Benefit Group partnered with Brian McNally, he worked closely with high net worth and ultra high net worth families to develop insurance portfolios designed to maximize wealth transfer and minimize estate taxes. His experience in this market at an early stage in his career has afforded him the unique ability to advise and support multiple generations of affluent families.
  • Education
    Mr. Weiss earned his Bachelor of Science in Economics from Bucknell University, where he also participated on the varsity baseball team.
Email me
Check the background of the firm and its investment professionals on .