
Bruce BeerbowerBruce BeerbowerExecutive Director
About Bruce
Bruce Beerbower is an Executive Director at J.P. Morgan Wealth Management.
Bruce delivers customized wealth management strategies to high- and ultra-high-net-worth families whose complex situations require sophisticated guidance. With over 20 years in the industry, his background reflects a rare combination of experience as a CPA and CFO in investment management, expertise in wealth planning strategies and investing in early-stage technology companies. Deep roots with alternative investments are an important component of his holistic approach to advising families and managing their wealth. Before joining J.P. Morgan Wealth Management, Bruce spent a decade at BNY Mellon Wealth Management as Senior Director, Senior Wealth Manager and Senior Portfolio Manager, advising and managing investments for affluent families in the Midwest and Southern California. Prior to that, he served as CFO and partner at Talon Asset Management, a Chicago-based RIA whose sale to BNY Mellon he helped orchestrate. Earlier in his career, Bruce was CFO for the technology venture fund Kettle Partners and was a Board Member and strategic advisor to several portfolio companies, including Compliance 11 and SurePayroll. He began his career working as a CPA for Arthur Andersen in Chicago and credits his Midwest values as an important contributor to his successful client relationships.
A graduate of Indiana University Kelley School of Business, Bruce earned a B.S. in Accounting and an M.B.A. in Finance through the honors program.
Bruce and his wife live in Manhattan Beach with their son, a Loyola High School student, and their dog. They also have a son and daughter at the University of Notre Dame. In addition to supporting Loyola High School, Bruce is committed to philanthropic interests targeting the homeless and underserved youth, including The Cara Program, St. Francis Center and Cure Epilepsy.
Insights

AI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Think before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read Now
Protect your passion: Make the most of your car collection
July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read Now
A half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now
5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Paying with debt: How to leverage your investments
June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
AI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Think before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read Now
Protect your passion: Make the most of your car collection
July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read Now
A half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now
5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Paying with debt: How to leverage your investments
June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now