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 Charterholder® 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.

Insights

Family Legacy

Financial considerations for multigenerational households

May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
Wealth Planning

The art of making your estate plan matter: Using your superpower as a “wise giver”

May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
Outlook

What April’s solid jobs report means for the stock market and interest rates

May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
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