
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

The impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
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October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read Now
The impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
Health care and long-term care options during retirement: A guide
November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read Now
Preserving your wealth
November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read Now
How to prepare to enroll in Medicare
November 3, 2025As you near 65, you may be starting to plan to enroll in Medicare. Here’s a guide along with some tips for navigating the process.Read Now
3 key motivations for giving this season
November 3, 2025The end of the year is a time for reflection, renewal and giving. Learn about three motivations that could inspire your giving this season.Read Now
How policy, politics and profits are shaping market momentum
October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read Now
Federal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read Now
Redefining family wealth as well-being
October 29, 2025Jay Hughes, author of multiple books on family wealth, talks about what wealth means to him and how high-net-worth families can ensure their wealth flourishes for many generations.Read Now
How to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read Now
