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
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