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
Are we seeing irrational exuberance in the market? We don’t think so
August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read Now
Insight 7: Develop a capable and committed rising generation
August 5, 2025Members 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
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowAre we seeing irrational exuberance in the market? We don’t think so
August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read NowInsight 7: Develop a capable and committed rising generation
August 5, 2025Members 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 NowJuly Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now