Dominic BrunoDominic Bruno, CFA®Vice PresidentWealth Advisor
Awards and Industry Recognition
Forbes
About Dominic
Dominic Bruno is a Vice President and 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.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Insights
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Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
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July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowInsight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowWhat to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowAI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowFed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read Now