Wealth Management Tools with Boaz Lahovitsky

Is it time to start planning your making financial goals? Tune in for an inspiring discussion with Boaz Lahovitsky on Wealth Management Tools & Resources from J.P. Morgan Personal Advisors.  Moments with Marianne airs in the Southern California area on KMET1490AM & 98.1 FM, an ABC Talk News Radio affiliate!  Boaz Lahovitsky is Head of J.P. Morgan Personal Advisors,  J.P. Morgan Wealth Management’s remote advice channel. Boaz has over 15 years of experience in wealth and asset management, with a broad track record across the financial advice industry. Boaz joined J.P. Morgan Wealth Management from Vanguard, where he led the firm’s remote advice business to the high net worth segment, overseeing a workforce of over 300 senior financial advisors with $100B in managed assets. Prior to Vanguard, Boaz held executive roles in strategy, transformation, operations, and managed account platforms in the financial advice space. Boaz holds an MBA from Columbia Business School and a Law degree from the Hebrew University in Jerusalem.  www.jpmorganwealthmanagement.com  For more show information visit: www.MariannePestana.com