Brian Witkowski is an Investment Associate with J.P. Morgan Wealth Management. As a member of The Glasser-Lynn Group, he provides customer service and operational support for ultra-high-net-worth individuals and institutional clients. Brian’s responsibilities include executing trades, monitoring transactions and preparing financial reports. He has a reputation for managing day-to-day activities in a steady and experienced manner. Brian graduated from Stony Brook University with a bachelor’s degree in Economics. With nine years of experience in financial services, he began his career in 2009 at the North Shore Financial Group as an Investment Advisor, and in 2011 moved to J.P. Morgan, where, as an integral member of the team, he developed skills to carefully address individual clients’ needs. He holds FINRA Series 7 and 63 licenses. Brian is a CFA® charterholder and member of the CFA Institute. He is an outdoors enthusiast and avid golfer and skier.
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