Brett A. LangbertBrett A. LangbertExecutive DirectorWealth Partner
LinkedInAbout Brett
Brett Langbert is an Executive Director and Wealth Partner with J.P. Morgan Wealth Management. He draws on his many years of capital markets background to provide high-net-worth individuals with the advisory guidance and investment management strategies that are needed due to the complexities of significant wealth. Historically, his successful and geographically diverse client base has included financial professionals, C-suite executives, entrepreneurs, athletes and people experiencing a life transition. Brett manages growth, balanced and ETF portfolios as a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary assets and are subject to ongoing quantitative and qualitative reviews in order to assess their investment strategy.
Brett brings a holistic approach to help organize all important financial elements into one comprehensive picture. He takes a macro view of each client's assets—personal, business, corporate, family, real estate holdings, liquid and illiquid instruments—to identify ways in which to intelligently leverage these investments over time. Brett drills down to build strategic models and plans that seek alpha in the marketplace. He is fond of saying that the most important criterion in holistic wealth management is to be brilliant at the basics.
A graduate of Colgate University, Brett holds a B.A. with Honors in Political Science. In his senior year of college, he put plans for law school on hold to enter the first-ever training program that Goldman Sachs had to offer in its securities businesses.
Over the course of nearly 25 years, Brett acquired extensive Wall Street experience at prestigious firms such as Goldman Sachs, Morgan Stanley and UBS before embracing wealth management. Prior to joining J.P. Morgan in 2018, Brett began his Financial Advisor career with Bernstein Private Wealth Management. Brett's broad investment background includes a wide array of capital markets investing, trading, credit, lending and portfolio responsibilities. He leverages his deep-rooted understanding of institutional capital markets to create a differentiated and unique wealth management experience for his clients.
A native of New Jersey, Brett resides in Jupiter, Florida, with his wife and their two daughters. In his free time he enjoys golf, fishing, theatre and spending time outdoors with his family. Brett's passion for working with clients is equaled only by his dedication to philanthropic endeavors. He is a proud supporter of many organizations close to his heart:
- Member, Board of Governors for PGA National Resorts & Spa, Home of the Honda Classic
- Board member, Discover The Palm Beaches
- Board member, Maltz Jupiter Theatre, Florida's largest award-winning regional theatre, committed to performance, production and education through its collaborations with local and national artists
- Actively involved in raising awareness for Lewy Body Dementia research
Insights
5 things moving markets—besides the Fed
February 3, 2022From COVID-19 case counts to the resilient housing market, there are some key dynamics investors should be keeping an eye on.Read Now
Black women are the fastest growing group of entrepreneurs. But the job isn’t easy.
February 21, 2022Read Now
How are markets adjusting to the ongoing crisis in Ukraine?
March 3, 2022Three things are starting to become clear as the invasion continues.Read Now
The intersection of climate change and the need to upgrade home insurance
March 8, 2022Climate change is impacting lots of choices that people make – even insurance. Keep reading to learn more about how homeowners insurance has been affected by climate change.Read Now
Key actions to consider before filing your U.S. tax return
February 16, 202214 moves that may help you optimize your 2021 return and set up for 2022.Read Now
New York Estate Planning
February 16, 2022When putting together an estate plan or any financial plan, you should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York StateRead Now
The case for (always) staying invested
February 17, 2022Volatility is no fun for most investors, but these four things may help investors achieve their long-term goals.Read Now
There’s been a stock market sell-off—now what?
January 20, 2022We provide three simple tips to help investors navigate market volatility.Read Now
What impact might the Russian invasion have on markets?
February 24, 2022We’re assessing sanctions, energy prices and the price action to determine what the conflict might mean for investors.Read Now
What you need to know about this week’s Fed meeting
January 27, 2022We break down what the Fed's stance on rate hikes, inflation and the market sell-off will mean for investors.Read Now
Will central banks have to cause a recession to tame inflation?
February 10, 2022We’re answering the top questions on investors’ minds—and what they mean for portfolios.Read Now
Will the Fed be the market’s friend or foe in 2022?
February 16, 2022The economy and risk assets could power through higher interest rates this year. Here’s why.Read Now5 things moving markets—besides the Fed
February 3, 2022From COVID-19 case counts to the resilient housing market, there are some key dynamics investors should be keeping an eye on.Read NowBlack women are the fastest growing group of entrepreneurs. But the job isn’t easy.
February 21, 2022Read NowHow are markets adjusting to the ongoing crisis in Ukraine?
March 3, 2022Three things are starting to become clear as the invasion continues.Read NowThe intersection of climate change and the need to upgrade home insurance
March 8, 2022Climate change is impacting lots of choices that people make – even insurance. Keep reading to learn more about how homeowners insurance has been affected by climate change.Read NowKey actions to consider before filing your U.S. tax return
February 16, 202214 moves that may help you optimize your 2021 return and set up for 2022.Read NowNew York Estate Planning
February 16, 2022When putting together an estate plan or any financial plan, you should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York StateRead NowThe case for (always) staying invested
February 17, 2022Volatility is no fun for most investors, but these four things may help investors achieve their long-term goals.Read NowThere’s been a stock market sell-off—now what?
January 20, 2022We provide three simple tips to help investors navigate market volatility.Read NowWhat impact might the Russian invasion have on markets?
February 24, 2022We’re assessing sanctions, energy prices and the price action to determine what the conflict might mean for investors.Read NowWhat you need to know about this week’s Fed meeting
January 27, 2022We break down what the Fed's stance on rate hikes, inflation and the market sell-off will mean for investors.Read NowWill central banks have to cause a recession to tame inflation?
February 10, 2022We’re answering the top questions on investors’ minds—and what they mean for portfolios.Read NowWill the Fed be the market’s friend or foe in 2022?
February 16, 2022The economy and risk assets could power through higher interest rates this year. Here’s why.Read Now