Steve Roitman
Login to view DISC.Steve is a Managing Director and Private Client Advisor at J. P. Morgan with over 35 years of experience. He is a Chartered Financial Consultant® specializing in generational transfer and business succession for high-net-worth clients. He holds a degree in Real Estate and has been repeatedly named a Forbes Best-In-State Wealth Advisor.
Outside of work, Steve is dedicated to philanthropy, supporting causes in Ukraine and Israel, and is active in his local community. He and his wife, who is also his business partner, have seven children and are avid travelers. They have two pets, a cat named Waldomar and a dog named Berry.
He participates in various global initiatives, including supporting Ukrainian orphanages and building bomb shelters for kindergarteners in Israel.
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