Dominic BrunoDominic Bruno, CFA®Wealth Advisor
About Dominic
Dominic Bruno is a Wealth Advisor at J.P. Morgan Wealth Management.
As a partner with The Tipp Bruno Team, Dominic works closely with clients who have attained significant wealth, helping them discern what they want to accomplish in their lives and advancing those goals with greater purpose and coordination. Analytically skilled, he holds one of the most esteemed investment credentials in the industry, the Chartered Financial Analyst® designation. Dominic grounds his knowledge in an ability to build genuine relationships with clients and their family members—appreciating their priorities and following through on their intentions. He relates well to multiple generations of client families, helping people build and preserve enduring wealth.
Clients following varied paths seek Dominic's assistance. Many are real estate investors, private equity principals, senior executives and entrepreneurs. To each of these relationships, Dominic offers a highly customized approach that engages with each client's priorities. Mindful of the distinctive circumstances of each client, he offers a tax-sensitive perspective to investing, planning, wealth transfer and philanthropy, helping clients capitalize on the opportunities at their disposal. An avid student of the markets, Dominic helps to oversee the team's proprietary investment program. He also contributes to trading execution and team management, resulting in a high-quality client experience.
Dominic has worked in banking and wealth management since 2016. Prior to moving to J.P. Morgan Wealth Management with his team, he spent seven years with First Republic, most recently as an Associate Wealth Manager with First Republic Private Wealth Management. Earlier in his tenure, he was a Loan Specialist with First Republic Bank. Throughout his career, Dominic has focused on the wealth management and investment needs of high-net-worth and ultra-highnet-worth clients. A graduate of Chapman University, he earned his B.S. in Business Administration with an emphasis in Finance.
A resident of La Jolla, Dominic loves spending time with his wife, Jessie. They enjoy walking by the ocean, visiting their local farmers' market and doting on their Persian cat, Kevin. In his free hours, Dominic also enjoys surfing, snowboarding and golf.
Insights
Past, present, future: Here’s where we stand
November 22, 2024We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.Read Now
The impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
Planning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now
Custodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read Now
A loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read Now
What will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read Now
Outlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read Now
We need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Your house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowPast, present, future: Here’s where we stand
November 22, 2024We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.Read NowThe impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowPlanning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowCustodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read NowA loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowWhat will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowOutlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowWe need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowYour house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now