
William DesserWilliam DesserManaging DirectorWealth Partner
Awards and Industry Recognition

Barron's
About William
Bill Desser is a Managing Director and Wealth Partner 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

The value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
J.P. Morgan Summer Reading List 2026
May 18, 2026Step back, recharge and find inspiration. Discover fresh ideas and renewed energy with J.P. Morgan’s Summer Reading List 2026.Read Now
Helping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 18, 2026With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
How parents can create financially independent adults
May 18, 2026Education, communication and planning are key for successfully raising financially independent adults.Read Now
The U.S.-China relationship: A new equilibrium
May 15, 2026Diminished uncertainty could curb shocks and sharpen China and emerging-market opportunities.Read Now
Kevin Warsh is the new chair of the Federal Reserve: Here’s what that could mean for markets and investors in 2026
May 14, 2026Kevin Warsh is the new chair of the Federal Reserve. Read on to learn about his background, what could change at the Fed and what investors might want to watch.Read Now
How to successfully gift to heirs
May 12, 2026Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026
May 11, 2026J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast.Read Now
The value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
J.P. Morgan Summer Reading List 2026
May 18, 2026Step back, recharge and find inspiration. Discover fresh ideas and renewed energy with J.P. Morgan’s Summer Reading List 2026.Read Now
Helping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 18, 2026With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
How parents can create financially independent adults
May 18, 2026Education, communication and planning are key for successfully raising financially independent adults.Read Now
The U.S.-China relationship: A new equilibrium
May 15, 2026Diminished uncertainty could curb shocks and sharpen China and emerging-market opportunities.Read Now
Kevin Warsh is the new chair of the Federal Reserve: Here’s what that could mean for markets and investors in 2026
May 14, 2026Kevin Warsh is the new chair of the Federal Reserve. Read on to learn about his background, what could change at the Fed and what investors might want to watch.Read Now
How to successfully gift to heirs
May 12, 2026Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026
May 11, 2026J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast.Read Now
