William DesserWilliam DesserVice ChairmanWealth Partner
Awards and Industry Recognition
Barron's
About William
Bill Desser is a Wealth Partner and Vice Chairman with J.P. Morgan Wealth Management.
As the principal of The Desser Group, he manages a team that serves an array of clients including entrepreneurs, corporate executives, entertainment industry professionals and athletes. Bill applies a holistic approach coordinating a variety of wealth management services. He takes pride in carefully listening to his clients' concerns, ascertaining their goals and then designing a disciplined, comprehensive wealth management strategy to help achieve them.
Bill has over 30 years of financial services industry experience, and took an interest in investments in early childhood, when his grandfather taught him the basic principles of investing. Bill worked with the Los Angeles Lakers Coaching Staff, under the tutelage of Pat Riley, in the 1980s. He credits his years of creating and managing portfolios, his experience through three NBA championships, and the vast array of J.P. Morgan's services and resources for his successes. The complex nature of his clients' wealth management issues demands a high level of customization, and Bill relies on the firm's award-winning research1, tactical asset allocation and macro-guided investment strategies to create a strategic portfolio designed to help his clients arrive at their financial objectives.
Prior to joining J.P. Morgan's predecessor firm, Bear Stearns in 1988, Bill served as a financial advisor for Pollock Financial from 1986-1988.
Bill graduated magna cum laude from University of California at Los Angeles with a B.S. in Economics. An active community member, he has served as a board member for the Leukemia & Lymphoma Society, the V Foundation and is active with various scholarship funds. A member of the Brentwood Country Club, he enjoys golf and tennis and spending time with his wife and two children.
J.P. Morgan ranked #1 as the All-America Research Team in the weighted results, Institutional Investor, 2018
Insights
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
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Financial considerations for multigenerational households
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You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowFamily 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 NowThe 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 NowHow 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 NowApril 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 NowHow to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read NowMay 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read NowFinancial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read NowYou’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowThe art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now