Rob BukowskiRob BukowskiExecutive Director, Head of Growth & Strategy, Lending
About Rob
Robert Bukowski is an Executive Director and the Head of Growth & Strategy for the Lending Team at J.P. Morgan Wealth Management.
Rob partners closely with clients, Advisors and market leaders to assist with lending needs and grow their businesses. He draws from 15 years of industry experience to identify, prioritize and execute opportunities for growth across all lending products and lines of business at the firm. He often functions in a CFO/COO capacity, working to maintain key business metrics while identifying and executing high-impact initiatives driving growth and an improved client and Advisor experience.
Throughout a career spent at J.P. Morgan, Rob began in a Banking Client Service role and has advanced to his current position. He joined the Lending Team more than 10 years ago, covering Banking and Lending products.
A graduate of the University of Delaware, Rob earned both a B.S. and an M.B.A. in Finance with minors in Economics and Spanish. He also holds FINRA Series 7, 24 and 66 securities licenses.
Rob lives in New Jersey with his wife and children. He enjoys spending time with his family, traveling, skiing, and exploring Philadelphia's restaurant scene. He has a passion for automobiles.
Insights
30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
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Losing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read Now
What to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read Now
A shortage of supply: The housing market explained
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A historical look at Giving Season
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Estate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read NowBeware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowLosing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read NowWhat to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read NowA shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read NowA historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowEstate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now