Kate Bregman AntonKate Bregman Anton, CFP®Wealth Advisor
About Kate
Kate Bregman is a Wealth Advisor at J.P. Morgan Wealth Management.
As a multi-generational member of The Bregman Rowe Group, she delivers a range of wealth and investment services to high-net-worth individuals and families. Kate demonstrates a deeply caring attitude toward her clients, further enhanced by J.P. Morgan's reputation as an industry powerhouse and its array of sophisticated products, thought leadership and intellectual capital.
Kate has built a reputation for her thoughtfulness, knowledge, responsiveness and outstanding customer service, underpinned by her calm nature during periods of market upheaval. She feels honored to work alongside her father—the smartest person she knows—and benefit from his high energy and long history of accomplishment. Those traits, in turn, underpin her ability to advocate for her clients to help them pursue their goals.
Kate began her 16-year career as an investment and corporate banking analyst at Bank of Montreal. She pivoted to wealth management to work at Morgan Stanley before joining J.P. Morgan along with her team in 2020. Kate believes J.P. Morgan's stellar reputation as a global financial powerhouse, with a highly regarded brand and solid management team, enhances her client service. She also appreciates the opportunity to deliver a wealth management experience in a boutique environment that fosters the care and close attention her clients have come to rely on.
Kate graduated magna cum laude from Colgate University, earning a B.A. in History. She also holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation.
Residing in New York City's West Village, Kate and her husband, Eric Anton—a fellow Colgate alum—have two young sons, Max and Jack. In her free time, she is involved in her son's City & Country School and mentors students at Colgate University and the Dalton School. She also loves to travel, run, cook for her family and friends, and indulge her passion for New York City history by exploring its neighborhoods and cuisine.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
AI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
What to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
AI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Fed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read NowIs it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowInsight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowWhat to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowAI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowFed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read Now