Bob HollandBob Holland
Managing Director
Wealth Partner

"My clients regard me as the financial component of their team to work in unison toward personalized goals."

Awards and Industry Recognition

About Bob

Bob Holland is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.

As a founding member of The Holland Goodwyn Group, he provides strategic advisory guidance to high-net-worth individuals, corporate executives, institutions, foundations and endowments for the development of investment approaches, wealth preservation and the diversification of assets.

Bob is skilled at developing sophisticated strategies that seek value and opportunity in the marketplace. His clients regard him as the financial component of their team to work in unison toward personalized goals. Bob consults directly with members of private equity firms and corporate executives to help manage the distribution of their concentrated positions. Through an open and honest approach, he assists clients in helping them make the most of their equity compensation goals.

Bob is a member of the J.P. Morgan Wealth Management Portfolio Manager Program, and is one of a select group of advisors who undergo a screening process to manage discretionary client portfolios, and are subject to ongoing quantitative and qualitative reviews to assess each advisor's investment strategy. He uses a variety of investment vehicles to build tailored portfolios, which he manages in-house. His focus is trained on the customized needs of each client, and he invests their assets as if they were his own.

With over 30 years of experience in the wealth management industry, Bob began his career in 1986 with Drexel Burnham Lambert. He later joined Robertson Stephens, where he focused on advising the executives and strategic investors that were clients of the investment bank's healthcare sector. Bob served in similar roles as a Senior Vice President at Lehman Brothers and as an Executive Director at Barclays Capital. In 2011, he joined J.P. Morgan, drawn to the firm's entrepreneurial environment and robust investment platforms.

Bob attended Bryant University, where he earned a B.S. in Business Administration.

Insights

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
Wealth Planning

You’ve decided to share your wealth with family. Now what?

May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.