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
30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read Now
Beware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read Now
Helping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now
Losing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read Now
What to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read Now
A shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now
'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read Now
A historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Estate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read NowBeware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowLosing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read NowWhat to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read NowA shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read NowA historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowEstate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now