Bruce BaumgartenBruce BaumgartenVice PresidentWealth Advisor
Awards and Industry Recognition
Forbes
About Bruce
Bruce Baumgarten is a Vice President and Wealth Advisor with J.P. Morgan Wealth Management.
He serves high-net-worth clients and families, adhering to a long-term investment philosophy that blends risk management, asset allocation and diversification. Bruce leverages the firm's thought leadership and array of resources to educate his clients and help build customized portfolios tailored to their unique set of goals and objectives. He makes adjustments, when warranted, by changes in market conditions or personal situations.
Bruce has 54 years of industry experience. After working on a trading desk upon graduating from college, he decided to pursue an investment management career. His genuine interest in people, paired with a strong work ethic and integrity, are primary components of his long record serving multi-generations of clients.
Prior to joining a J.P. Morgan predecessor firm in 2005, and transitioning to his current role in 2008, Bruce worked at Gibraltar Securities (1969-1973). He founded his own municipal bond investment banking firm, Hamilton/Cook & Company, and served as Principal and Chief Executive Officer (1973-1979). He returned to Gibraltar (now Royal Bank of Canada) from 1979-2005.
Bruce graduated from Fairleigh Dickinson University with a B.A. degree in World History. He earned a Certificate in Fundamentals of Finance and Accounting for Non Professionals from the University of Pennsylvania's Wharton School. He has volunteered with charities including The United Jewish Federation, The American Cancer Society, The Anti-Defamation League, The Cystic Fibrosis Foundation and The National Multiple Sclerosis Society. Bruce and his wife live in North Caldwell, NJ, and have a house in Manchester, VT, which they enjoy with their three adult children and six grandchildren.
Insights
Threading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read Now
Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read NowThreading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read NowWhy cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowBuilding tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read NowWhere will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read NowDebunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read NowWhen disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowBuilding up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowU.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now