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

How parents can create financially independent adults
May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.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 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
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
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
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
How parents can create financially independent adults
May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.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 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
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
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
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