
Bob AustrianBob AustrianExecutive Director, Client Specialist
About Bob
Bob Austrian is an Executive Director and Client Specialist at J.P. Morgan Wealth Management.
Headquartered in our San Francisco offices, Bob works in partnership with the full breadth of J.P. Morgan Wealth Management Advisors and investment professionals, focusing on clients in the Bay Area and throughout much of the Pacific and Mountain time zones. As a Client Specialist and Wall Street veteran with more than 30 years of experience spanning investments, equity research, planning, institutional strategies and family wealth management, Bob works directly and deeply with clients to help deliver personalized J.P. Morgan approaches that best address each client's wealth circumstances and opportunities.
A trusted, long-term partner to families seeking comprehensive, customized financial advice for their personal or business affairs, Bob works to assess and meticulously address each client's specific wealth management needs, opportunities and sensitivities. He then works hand-in-hand with J.P. Morgan professionals to help optimize each client's long-term financial well-being and—importantly—to provide the confidence and comfort that families deserve and have come to cherish.
Before joining J.P. Morgan, Bob spent 12 years in wealth management at Neuberger Berman, where he advised private clients, developed customized wealth planning strategies and helped manage global thematic equity portfolios. Previously, Bob was a leading Wall Street research analyst following the software technology sector for firms including Bank of America, Merrill Lynch and Morgan Stanley.
Bob and his wife of 33 years have two adult sons—one an attorney in New York and the other a musician in Los Angeles—and have lived in Tiburon since 1996. In his spare time, he is an accomplished amateur singer focused on jazz and the Great American Songbook, serves as a community volunteer, and is a lifelong and avid (but relatively slow) runner. Bob earned a B.A. in Economics from Colgate University and an M.B.A with Honors from the NYU Stern School of Business.
Insights

Finding opportunity in increasing deficits
May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
J.P. Morgan Summer Reading List 2025
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May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
How to successfully gift to heirs
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April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
Finding opportunity in increasing deficits
May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
What’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
How to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now