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

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