Brett BerryBrett Berry, CFA®Managing DirectorWealth Partner
Awards and Industry Recognition
Barron's
Forbes
About Brett
Brett Berry is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Brett works closely with a select number of individuals, families and institutions, listening attentively to their priorities and pursuing their objectives through integrated strategy, advice and service. With more than 35 years of investment and wealth management experience, he is intimately familiar with the opportunities and challenges that substantial wealth can pose. Brett looks to uncover underlying efficiencies across the full context of client wealth, working in concert with his team to reduce client stress and make their lives easier and more fulfilling.
Clients look to Brett for seasoned advice and his appreciation for their distinctive circumstances. He specializes in providing creative, thoughtful, taxsensitive investment approaches, with an emphasis on risk mitigation. Brett also has extensive experience in concentrated wealth and diversification strategies. An adherent of financial planning, he supports clients in delineating their wealth-transfer intentions, including trust structuring and family wealth dynamics, as well as their cash-flow needs and liquidity constraints. Brett also works closely with a client's external tax and legal intermediaries, sustaining clear communication and effective collaboration.
Brett joined J.P. Morgan Wealth Management in 2023 and has earned national recognition for his work. Previously, he was a Senior Managing Director and Wealth Manager at First Republic Investment Management, which he joined in 2006. His tenures also include portfolio management positions with U.S. Trust Company and Bailard, Inc., as well as analyst positions with Hughes Investment Management Company and Wilshire Associates. He earned his M.B.A. from the Marshall School of Business at the University of Southern California and his B.A. from California State University, Long Beach. He holds the Chartered Financial Analyst® designation.
Brett and his wife, Deborah, have four adult children. They enjoy traveling, spending time outdoors, camping and being with their two dogs. An avid reader, Brett likes history, biographies, espionage and mysteries.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Insights
Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
AI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
What to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
AI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Fed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read NowIs it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowInsight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowWhat to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowAI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowFed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read Now