Blake BerteaBlake BerteaExecutive DirectorWealth Partner
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
How AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now
Eye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now
Insight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
Insight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
Three big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read Now
Quick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read Now
What’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
Insight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
June 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read NowHow AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read NowEye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowInsight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowInsight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowThree big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowQuick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowWhat’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowInsight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now