
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

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Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
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Building up: How we see infrastructure investment expanding
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5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
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April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
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