Robert KaufmanRobert KaufmanExecutive DirectorWealth Advisor
About Robert
Bob Kaufman is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management. He provides fixed income investment services to family offices, registered investment advisors, corporations, and high-net-worth individuals. Bob's in-depth knowledge of each client's particular investment focus helps him to streamline the bond purchase process for them. By leveraging the firm's resources, Bob offers research, analysis and customized strategies. This enables advisors to include individual fixed income instruments in their client portfolios.
Bob's 35 years of investment experience began after college graduation, when he became an analyst at a major bank. He subsequently expanded his knowledge and experience through working with savings and loans and credit unions. Bob then focused on the registered investment advisor industry to include corporate, municipal and government agency bonds.
Bob started his financial services career at Chase Manhattan Bank (now J.P. Morgan) from 1985-1987. He joined HYM Financial, Inc. (1987-1994), and then went to Gibraltar Securities Co., which was sold to Tucker Anthony and then to Royal Bank of Canada (1994-2005). He joined J.P. Morgan predecessor firm, Bear Stearns, in 2005 and transitioned to the firm in 2008.
A graduate of Boston University, Bob earned a B.S. in Business Administration with a major in Finance. He grew up in Livingston, NJ, and continues to reside there with his wife and has two grown children. An avid runner, cyclist and swimmer, Bob also plays the saxophone in a local band. He volunteers at the Valerie Fund, a charity that treats children with cancer and blood disorders.
Insights
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now