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
Family governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read Now
New 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read Now
Making the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Should I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Proximity matters: 5 things to know about the US sphere of influence
January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read Now
How you may benefit from tax-loss harvesting
January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read Now
How to prepare for Tax Day as a small business owner
January 16, 2026Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read Now
New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read Now
Selling stock under a 10b5-1 plan
January 15, 2026If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read NowFamily governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read NowNew 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read NowMaking the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowShould I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowProximity matters: 5 things to know about the US sphere of influence
January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read NowHow you may benefit from tax-loss harvesting
January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read NowHow to prepare for Tax Day as a small business owner
January 16, 2026Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read NowNew J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read NowSelling stock under a 10b5-1 plan
January 15, 2026If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now