About Brian

Brian Witkowski is a Vice President and Investment Associate with J.P. Morgan Wealth Management.

As an integral member of The Lynn Group, Brian delivers seasoned guidance to oversee the sophisticated investment scenarios of founders, entrepreneurs, corporate executives and family offices. He draws from his deep understanding of the capital markets to design and tailor strategies that help grow and preserve their wealth.

Brian works closely with clients to understand their financial goals and objectives, which serves as the foundation for his near- and long-term strategies. His rigorous approach to portfolio construction leverages the firm's thought leadership, research and tactical ideas, which he aligns with the personalized objectives of each individual. Brian has developed a reputation as a problem solver and is dedicated to providing a first-class client experience.

With more than a decade of experience in financial services, he began his career in 2009 at the North Shore Financial Group as an investment advisor. Brian moved to J.P. Morgan in 2011, where he developed skills to carefully address individual client's needs.

A graduate from Stony Brook University, Brian earned a B.A. in Economics and played on their Division I baseball team, where he was named captain.

Brian is a CFA CharterholderTM and member of the CFA Institute. He is an outdoors enthusiast and avid golfer and skier.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.



Sell-off struggle: Do bears have unfinished business?

January 9, 2024Despite the headwinds, a world in transition may offer an attractive entry point for long-term investors.Read Now

July 2023 Fed Meeting: Interest Rate Hikes Resume

January 9, 2024The Federal Reserve raised interest rates by 25 basis points in July 2023.Read Now

Quick shot: To hike or not to hike

January 9, 2024Central bankers are now tasked with balancing both the fight against rising prices and the need for overall financial stability.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.