
Rebecca DeCesaroRebecca DeCesaroManaging DirectorWealth Partner
Awards and Industry Recognition








Barron's
Forbes
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

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 Now
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 Now
