About Blake

Blake Bertea is an Executive Director and Wealth Partner with J.P. Morgan Wealth Management. He brings over 25 years of experience delivering comprehensive investment advisory to serve a diverse array of family offices, registered investment advisors and ultra-high-net-worth individuals.

Blake takes an institutional-quality approach that integrates asset diversification, alternative investment strategies, capital markets and trust and estate impacts to help create tailored wealth management plans that encompass the entirety of a client's wealth. He draws on his significant knowledge of corporate executive services to extend his capabilities and facilitate corporate cash management, hedge against concentrated positions and navigate the sale of restricted stock.

Having grown up in a family office business, Blake has a first-hand appreciation for the need to utilize suitable resources and investment platforms to help address end-to-end financial objectives. He provides his clients with the high-touch consultative guidance of a boutique organization coupled with J.P. Morgan's worldclass selection of top managers to impart sophisticated insights and strategies.

Blake attended Culver Military Academy (Culver Academies) and the University of Colorado at Boulder. He launched his career as an intern at Kidder, Peabody & Co. Following this, he joined Prudential Securities and later, moved to Hambrecht & Quist, a technology and internet focused investment boutique. From 2000-2002, Blake honed his skills and capabilities at J.P. Morgan, and then spent more than a decade at CIBC/Oppenheimer. He returned to J.P. Morgan in 2016 for the opportunity to offer clients the firm's breadth of products and services.

A native of Newport Beach, Blake and his wife have a son and daughter. He holds dual citizenship with Switzerland and shares this heritage with his children via travel and other experiences. Through his family's foundation, Blake supports a variety of charitable endeavors focused on veterans' causes and philanthropic investment.

Insights

Outlook

May 2024 jobs report: 272,000 jobs added, sharply beating expectations

June 10, 2024The U.S. economy added 272,000 jobs in May, underscoring the labor market is too hot for the Federal Reserve.Read Now
Outlook

2024 Mid-Year Outlook: Key takeaways

June 10, 2024Our Global Investment Strategists reflect on the first half of 2024 and preview the months ahead, looking at how surprisingly strong growth is interacting with a seemingly fragile political and geopolitical backdrop to impact markets and your portfolio. Read the key points from our 2024 Mid-Year Outlook.Read Now
Banking

Managing cash: Make sure your assets are well protected

June 10, 2024Choosing where and how to hold your cash reserves is as important as any investment decision.Read Now
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