Awards and Industry Recognition

Barron's

Top 1,200 Financial Advisors
2024 • 2023 • 2022 • 2021 • 2020 • 2019 • 2018

Forbes

Top Wealth Advisors Best-In State
2023 • 2022 • 2021 • 2020 • 2018
Top Women Wealth Advisors
2022 • 2021 • 2020 • 2019 • 2018
America's Top Wealth Advisors
2019
Top Women Wealth Advisors Best-In-State
2024 • 2023

About Rebecca

Rebecca DeCesaro is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.

Becky advises individuals, families and institutions, helping them make informed decisions about the direction and scope of their wealth and pursuing their goals more effectively. She has particular depth catering to the needs of multi-generational families, as well as endowments and foundations, offering the wisdom and perspective she has gained from supporting an accomplished clientele.

Clients seek Becky's advice for a host of needs, from taxsensitive portfolio design and wealth transfer to pre-sale planning for a business, investment policy statement development and family wealth dynamics. A capable collaborator, Becky works well with clients' external advisors, including their tax and legal intermediaries, as well as institutional board members and staff. To each relationship, she offers reliable responsiveness and a genuine desire to bring clients the ideas and insights that can have a meaningful impact on the trajectory of their wealth. Becky infuses significant care and energy into each relationship, proud to walk with clients through successive stages—building wealth, deploying wealth and transferring wealth to the people and causes they cherish.

Becky has more than three decades of experience in investing and wealth management. Prior to moving to J.P. Morgan Wealth Management with her team in 2023, she spent more than 17 years with First Republic Investment Management, where she was a Senior Managing Director and Wealth Manager. Becky's career also includes nearly six years with U.S. Trust, where she was a Senior Vice President and Portfolio Manager. Her portfolio management duties began in 1994, when she assumed the position of Chief Investment Officer for the Merchants Trust Company. She offers extensive institutional knowledge and has been employed by various investment banking and money management firms, including Montgomery Securities in San Francisco, Charles Schwab in Denver and Brown Brothers Harriman in Boston. She began her career in 1987 with Morgan Stanley in New York.

Originally from Montana, Becky earned her B.A. in Public Administration from Montana State University

Committed to giving back, Becky serves on the Board of Trustees of Oregon Public Broadcasting.

Becky and her husband, Michael, have two children and one grandchild, who make them very proud. Outside the office, she loves to hike, bike, garden, spend time outdoors, and be with her dogs, Yogi and Mia.

Insights

Wealth Planning

J.P. Morgan Summer Reading List 2024

May 21, 2024To usher in the summer months, we’ve gathered a list of inspiring, educational and entertaining books we’re reading. Check out the 2024 J.P. Morgan Summer Reading List.Read Now
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How to invest in a world of increasing security risks

May 20, 2024Globally, governments and corporations are now spending more to implement new, innovative security solutions, creating investment opportunities in public and private markets.Read Now
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How to successfully gift to heirs

May 20, 2024Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how to hit this trifecta.Read Now
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