About David

David Rowe is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.

As a founding member of The Bregman Rowe Group, he delivers comprehensive investment management advice and wide-ranging wealth planning guidance to individuals, multi-generational families and not-for-profit organizations.

David builds deep relationships with his clients, who value his decades of experience, knowledge, patience and thoroughness in addressing their sophisticated scenarios. He also manifests a calming presence throughout various market cycles. His clients draw additional comfort from his perch at J.P. Morgan, in which he provides direct access to its extensive intellectual capital, thought leadership and market perspectives.

In a financial services career spanning four decades, David began as a financial advisor at Merrill Lynch, followed by senior positions at Prudential Securities/ Wachovia and Morgan Stanley. He joined J.P. Morgan in 2020 for the opportunity to provide clients with its range of products and services.

David graduated magna cum laude from the University of Colorado, earning a B.A. in Economics and Political Science. He obtained an M.B.A. from New York University and an M.A. in International Relations from Johns Hopkins University School of Advanced International Studies. In addition, David holds the Accredited Investment Fiduciary® (AIF®) designation.

A resident of New York City's Upper East Side, David and his wife, Betsy, have successfully launched a son and a daughter into adulthood. Tommy is the founding product manager of a San Francisco-based startup, and Schuyler is a third-year divinity student at Union Theological Seminary in New York City. In his free time, David demonstrates his commitment to civic involvement by serving on the board of three nonprofit organizations. He also enjoys playing golf, reading and indulging his longheld interest in global affairs.

Insights

Investing

Don’t sell America – bet on it

July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read Now
Outlook

June 2025 CPI report: Tariffs are having an impact on consumer prices

July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now
Fraud

How to protect yourself from debit card fraud

July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now
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