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Murali Balasubramanian

Managing Director, Wealth Partner at J.P. Morgan Wealth Management

Murali Balasubramanian is a seasoned professional with over 30 years of experience in the financial services industry. As part of the Tigma Group, he specializes in providing comprehensive wealth management services for high-net-worth individuals, wealthy families, endowments, entrepreneurs, and foundations.

Murali excels in addressing the complex financial needs of his clients, offering services such as tax-management strategies, investment plan maintenance, multi-generational planning, liquidity forecasting, and charitable giving advice. He emphasizes the importance of tailoring his services to meet the unique requirements of each individual.

His expertise extends to serving as the central figure in managing a client's financial affairs, overseeing various aspects including investments, banking, lending, and lines of credit. Murali's tenure at J.P. Morgan has equipped him with valuable insights and strong relationships to effectively utilize the institution's resources like award-winning research, top investment managers, and cutting-edge lending services.

Before joining J.P. Morgan, Murali held the role of Managing Director at a multi-family office, focusing on wealth management and new business development for affluent families, foundations, and endowments. Prior to that, he gained experience at Bear Stearns, Goldman Sachs, and Prudential Securities, showcasing his extensive background in the financial services sector.

Murali Balasubramanian holds a Bachelor of Science degree from Pace University and another from St. Stephen's College, highlighting his strong educational foundation in finance and related fields.

Throughout his career, Murali has held significant positions at renowned organizations, including Managing Director and Wealth Partner at J.P. Morgan, Managing Director at Edge Capital Partners, LLC, VP/Managing Director at J.P. Morgan / Bear Stearns, VP at Goldman, Sachs & Co., and Chief Corporate Development Officer at Prudential Securities. His tenure at these institutions underscores his leadership capabilities and expertise in the financial domain.

Highlights

Father's Day: Lessons learned by two generations of JP Morgan Wealth Advisors - Chase News & Stories
Nov 7 · New Jersey Stage
Bourbon Bash: Going Hog Wild for Art a Success at Art Center in Summit - New Jersey Stage
Murali Balasubramanian
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Location

New York, New York, United States