
Robert KaufmanRobert KaufmanExecutive Director
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 26 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

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June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now