Bob HollandBob HollandManaging DirectorWealth Partner
Awards and Industry Recognition
Forbes
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
Past, present, future: Here’s where we stand
November 22, 2024We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.Read Now
The impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
Planning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now
Custodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read Now
A loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read Now
What will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read Now
Outlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read Now
We need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Your house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowPast, present, future: Here’s where we stand
November 22, 2024We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.Read NowThe impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowPlanning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowCustodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read NowA loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowWhat will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowOutlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowWe need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowYour house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now