Dominic BrunoDominic Bruno, CFA®Wealth Advisor
Awards and Industry Recognition
Forbes
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
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