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Harvey Boshart
Managing Director at JP Morgan
Harvey Boshart is a Managing Director at JPMorgan Chase & Co., based in Boston, Massachusetts. He serves as a Wealth Advisor and Portfolio Manager with J.P. Morgan Wealth Management, where he provides investment management guidance to clients of Fagan, Boshart & Trumbull Wealth Management.145 His role involves leveraging JPMorgan's strategic resources to assist high-net-worth families in achieving their financial goals.3
Boshart has extensive experience in the financial sector, having previously worked at Bear Stearns before joining JPMorgan Chase.6 He is recognized for his expertise in areas such as municipal bonds, asset allocation, private investments, and exchange-traded funds (ETFs).1 Additionally, he holds the Chartered Financial Analyst (CFA) designation.2
