Andrew Goldberg

Andy Goldberg is a Managing Director and Head of Passions & Pursuits Advisory at the J.P. Morgan Private Bank. In this role, Andy oversees a team of specialists dedicated to supporting the firm’s clients who have an interest in art, autos, equine, aviation, boating and more.

Andy’s own lifelong love of automobiles has fostered an insight into the needs of individuals with passion assets and collections, and an understanding of the significance, purpose, and fulfillment that such passions bring to the lives of clients. He and his team work to deliver specialized advice to help clients make the most of their passions by incorporating this aspect of their lives into their overall financial plan.

The team is also able to leverage the full scope and scale of J.P. Morgan’s global relationships to curate a repertoire of premier access and unique experiences, including special events and content, to engage like-minded client groups around their common pursuits.

Passions & Pursuits is part of the firm’s Advice Lab, which brings together a range of specialized disciplines including tax and estate planning, executive compensation, family governance, philanthropy advisory, cyber security and behavior science, all to help clients experience the full potential of their wealth.

Andy has spent the entirety of his twenty-year career with J.P. Morgan, having most recently served as the Global Head of Market and Asset Class Strategy, and as a member of the firm's Capital Markets Investment Group and the Global Markets Council. Andy was a founding member of the J.P. Morgan Asset Management Market Insights Strategy Team, where they developed the firm’s flagship Guide to the Markets. He was instrumental in the global expansion of this initiative while based in London.

Long interested in a career in Finance, he earned a B.S. in Business Administration from Bryant University. He is a sought-after speaker who has appeared on CNBC, Bloomberg and other financial news outlets.