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
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Beyond bonds: How to protect against inflation-led shocks
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Women in philanthropy: A transformative force in light of the Great Wealth Transfer
August 22, 2025The Great Wealth Transfer is shifting capital to women in a profound way. It’s also allowing women to bring their unique approach to the world of charitable giving.Read Now
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Effects of One Big Beautiful Bill and tariffs come into focus
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Slower growth, higher inflation and S&P 500 all-time highs
August 15, 2025Amid an uneven macro backdrop, we explore where investors are finding opportunity.Read NowFall in focus: 5 things investors should watch
August 28, 2025From inflation and the Fed to the AI super-cycle, what’s on the radar as summer comes to a close?Read NowBeyond bonds: How to protect against inflation-led shocks
August 22, 2025Bonds won’t always cushion equity drawdowns, especially if they’re inflation-led. Here are three other strategies to consider.Read NowThinking about selling or transitioning your business? Here’s what you need to know
August 22, 2025It’s never too early to start thinking about the future of your business. Read about some key considerations for business transition planning.Read NowWomen in philanthropy: A transformative force in light of the Great Wealth Transfer
August 22, 2025The Great Wealth Transfer is shifting capital to women in a profound way. It’s also allowing women to bring their unique approach to the world of charitable giving.Read NowInsight 8: Work together to build a better world
August 22, 2025Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read NowEffects of One Big Beautiful Bill and tariffs come into focus
August 21, 2025The One Big Beautiful Bill Act and trade negotiations have left many uncertain of where they stand financially. Here are some main takeaways to carry forward.Read NowEffective foundation and endowment money management techniques
August 21, 2025Nonprofits and private foundations face the dual responsibility of addressing immediate community needs while ensuring sustainable support for the future.Read NowMoney and me, money and we: Helping your children become stewards of family wealth
August 19, 2025Successfully raising your children to be ready to handle the responsibilities of stewarding your family’s wealth requires early and intentional learning opportunities.Read NowSlower growth, higher inflation and S&P 500 all-time highs
August 15, 2025Amid an uneven macro backdrop, we explore where investors are finding opportunity.Read Now