Victor K. Hernandez, MBA
Independent Wealth Advisor | Ex-J.P. Morgan MD | Executives & Business Owners
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Serving Clients Nationwide
Independent Wealth Advisor | Ex-J.P. Morgan MD | Executives & Business Owners
Areas of Focus
- Business Owners
- High Net Worth
- Investing
- Investment Management
- Wealth Management
About Victor K. Hernandez, MBA
Victor K. Hernandez is the Founder and Managing Partner of NewEra Wealth. He brings more than 20 years of experience in wealth management, including nearly two decades at J.P. Morgan, where he rose to Managing Director by age 40.During his time at J.P. Morgan, Victor held senior roles in both the Private Bank and J.P. Morgan Wealth Management. He advised ultra-high-net-worth families, entrepreneurs, and executives with complex financial needs, and later managed client investment portfolios directly. He also co-led a highly ranked team responsible for more than $1.2 billion in client assets and earned the firm’s “Wealth Partner” designation.
Today, through NewEra Wealth, Victor works with ultra-high-net-worth families, entrepreneurs, corporate executives, and institutional investors, providing access to investment solutions, planning resources, and capital markets capabilities typically associated with larger private banks and family offices.
His approach is highly personalized and designed around each client’s full financial picture. NewEra Wealth combines investment management with a family office-style level of service, while also providing access to select private investment opportunities and technology designed to improve transparency, reporting, and the overall client experience.
Victor advises clients across investment management, corporate cash management, capital markets, wealth and estate planning, and customized lending and liability management strategies.
He began his career in 2005 with J.P. Morgan Private Bank in New York, where he worked with international ultra-high-net-worth clients. He later joined HSBC as an Investment Officer, providing investment recommendations and strategies to clients throughout Central America. After three years, he returned to J.P. Morgan Private Bank, where he led teams of specialists serving entrepreneurs, executives, and wealthy families in South Florida.
Victor earned a B.S. in Finance from Bentley University, with a minor in International Business, and an International MBA from IE Business School in Madrid, Spain. He is fluent in Spanish.
Victor credits his father with introducing him to finance and teaching him the importance of integrity, hard work, and perseverance. He is married and has two children, Nicolas and Emma.
Recognized by the Industry:
▪️ Forbes, Best-in-State Wealth Management Teams, 2023, 2024
▪️ Forbes, America’s Top Next-Gen Wealth Advisor, 2022
▪️ Forbes, Best-In-State Wealth Advisor, 2022, 2023, 2024
Source: Forbes.com. Received on April 2024, April 2023, April 2022. The rankings were determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher). Financial Advisor did not pay a fee to SHOOK Research LLC, for placement on its rankings. This ranking is based on in-person and telephone due diligence meetings to evaluate each Financial Advisor qualitatively. This ranking is not indicative of the Financial Advisor’s future performance. For more information, see www.SHOOKresearch.com.
Professional Designations
- Master of Business Administration (MBA)
Primary Location
1441 Brickell Ave. Suite 1700, Miami, FL 33131
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule an introductory conversation.Offers Investment Management
Yes
About NewEra Wealth
About NewEra Wealth AdvisorsNewEra Wealth Advisors is an independent boutique wealth management firm in Miami, built for people and institutions whose success created complexity. We work with business owners, corporate executives, technology and life sciences professionals, multi-generational families, and institutions, through three practices under one relationship: Private Wealth Management, Multi-Family Office, and Corporate & Institutional Solutions.
Private Wealth Management: Most of our private clients have a balance sheet dominated by one thing: a company they own, or equity in a company they helped build. The decisions that matter are timing decisions, when to sell, when to exercise, when to give, and they are hard to undo. We handle the full picture: pre-sale planning and QSBS qualification for founders, RSUs, ISOs, and pre-IPO shares for executives, Rule 144 and 10b5-1 plans for insiders, concentrated position strategy, and milestone planning for biotech and healthcare professionals. Portfolios are run against a written investment policy, implemented tax-aware, and built on open architecture. We have no products of our own to sell.
Multi-Family Office: For families with $25 million or more spread across custodians, entities, and generations, we act as the hub: consolidated reporting through Masttro, trust and estate coordination alongside your attorneys and CPAs, family governance, private markets access, and banking and lending. For single family offices, we serve as an outsourced CIO or an independent second set of eyes on custodian selection, fees, and manager oversight.
Corporate & Institutional Solutions: Corporations, endowments, foundations, financial institutions, and plan sponsors with $25 million or more engage us for discretionary management against a written IPS, custom fixed income mandates built bond by bond, treasury and liquidity strategy, and execution-only brokerage. Institutional orders are worked by a dedicated trading desk with access to BNY Pershing's capabilities across 60+ global markets and multi-currency settlement.
Global reach, senior attention: Our custody, trading, and research platform is institutional: client assets are held in the client's name at BNY Pershing, JPMorgan, UBS, Schwab among others, with global market access, multi-currency portfolios, and foreign exchange for executives and businesses operating across borders. What stays boutique is the relationship. Every client works directly with a senior advisor, and we deliberately keep the client count low enough that decisions like asset location, harvesting, and vesting-window planning actually get made.
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Securities Offered Through Bolton Global Capital, Inc. Member FINRA. SIPC. Advisory Services Offered Through Bolton Global Asset Management, a SEC Registered Investment Advisor. VH1/VHA0016.
Education
IE Business School, Master of Business Administration - MBA, Finance | Bentley University, BS, Finance
Hobbies and Interests
- Family
- Music
- Traveling
- Writing
SEC Lookup
View DisclosureWho We Serve
- Americans Living Abroad
- Baby Boomers
- Business Owners
- Corporate Executives
- Data Scientists
- Engineers
- Entrepreneurs
- Expats
- Foreign-Born Individuals
- Gen X
- Gen Y / Millennials
- Healthcare Professionals
- High Net Worth
- Intergenerational Families
- Jewish
- Living in Retirement
- Physicians
- Professional Athletes
- Real Estate Investors
- Technology Professionals
- Women Professionals
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