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

Markets

Higher rates, lower logic

June 18, 2024In the heat of the moment, when the pressure is on, and you don’t have – or take – the time to reflect, you revert to our instinctive, fight-or-flight, highly-biased thinking fast. What does that mean in a rapidly changing environment?Read Now
Wealth Planning

Here’s why you still don’t have a will – or haven’t kept the one you do have up to date

June 18, 2024The reasons most people put off signing a will are complex and personal. But after you read this, you could be ready.Read Now
Business

Business succession planning: Building an effective team

June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
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