Rob BukowskiRob Bukowski
Executive 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

Business

Incentive stock options and the AMT

December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
Outlook

Ready to thrive in 2025

December 17, 2024In her end of year note, CEO of J.P. Morgan Wealth Management Kristin Lemkau reflects on markets in 2024 and looks forward to what might unfold in 2025.Read Now
Wealth Planning

6 practices to help you navigate family dynamics during the holidays

December 16, 2024Cultivate deeper family connections with these six key strategies.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.