D. Peter TippingD. Peter TippingManaging DirectorWealth Partner
About Peter
Peter Tipping is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management. As a principal and founding member of The TBW Group, he serves the sophisticated advisory needs of public and private companies, high-net-worth individuals and their families. He provides comprehensive guidance and investment strategies that deliver value across the entirety of his client's assets.
With almost 25 years of industry background, Peter brings a top-down perspective to evaluate market research and investment ideas. Using the global resources available to him at J.P. Morgan, he uses his deep strategic capabilities to provide advisory guidance. Peter applies a measured and thoughtful process to assist with a broad array of holistic objectives. He delivers the capabilities of the firm in a differentiated fashion and with a client-first approach; akin to a family office.
The cornerstone of Peter's approach is the trusted relationships that he builds with each client. He works diligently to develop long-lasting bonds, and devotes considerable time to identifying and understanding personalized needs, goals and aspirations. Peter has earned a reputation for his hard work, dedication and perseverance on behalf of individuals. He makes himself directly accessible and strives to be the first call for all financial decisions.
Peter attended the University of New Hampshire and initially began his career in politics, managing a local congressional campaign. He subsequently moved to New York to become a Wealth Partner with Gruntal & Co. After nine years, he joined Bear Stearns to provide his clients with access to the firm's world-class products and services. Since 2003, he and the other members of The TBW group have integrated their complementary backgrounds to serve as a single point of contact and deliver a broad suite of transactional, asset management and investment advisory strategies.
Born and raised in New Hampshire, Peter now lives in Bergen County, New Jersey, with his wife and children. In his downtime, he enjoys kayaking, biking, skiing and other winter sports.
Insights
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now