About Robert

Robert Bregman is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.

As a founding member of The Bregman Rowe Group, Robert delivers conservative, income-oriented portfolios to affluent, multi-generational families.

Robert takes pride in his lengthy relationships with his clients who appreciate the care he extends in maintaining stewardship of their assets. They value being served by J.P. Morgan and benefiting from its thought leadership, market perspectives and stellar reputation for being a global powerhouse.

Robert's ability to communicate the complexities of the market is a product of his years of experience, including his role as a former practicing attorney. He is particularly adept at explaining the realities of the risk/reward equation in a manner that gives clients the confidence their wealth is being carefully managed. He draws inspiration from his daughter and business partner, Kate Bregman Anton, with whom he shares a 13-year professional collaboration.

In a career spanning more than four decades, Robert has held positions as a Registered Investment Advisor and Financial Advisor at companies including Bear, Stearns & Co. and Morgan Stanley before his current role. He joined J.P. Morgan in 2020, believing that its boutique nature and high level of management competence would appeal to his clients.

Robert graduated summa cum laude from Miami University in Oxford, Ohio, where he earned a B.A. in Finance and History and was a member of the Phi Beta Kappa Society. He holds a J.D. from New York University Law School.

A lifelong resident of New York City, Robert is married to Kathryn and has two children, Kate and Robert, and three grandchildren, Max, Jack and Leah. In his free time, he likes to read and enjoys race walking/running five to six miles each day.

Insights

Outlook

April 2025 inflation rate lower than expected: What this means for investors

May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
Markets

How to better position portfolios before the hard data changes

May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
Outlook

May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach

May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
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