Rob BukowskiRob BukowskiExecutive Director, Head of Strategy and Business Development, Lending Solutions
About Rob
Robert Bukowski is an Executive Director and the Head of Strategy and Business Development for the Lending Solutions team at J.P. Morgan Wealth Management.
Robert specializes in helping clients and advisors understand the nuances of the liabilities side of the balance sheet. He is dedicated to showing how strategic debt planning can be a powerful tool to support life's key moments and long-term goals. By demystifying lending strategies, Robert helps thoughtfully align borrowing approaches with both immediate needs and longer-term ambitions.
With more than 15 years of industry experience, Robert partners closely with clients, advisors and market leaders within Wealth Management to deliver tailored lending strategies that align with individual goals. Robert also represents Lending Solutions in broader leadership initiatives, helping set the vision for ongoing business growth and innovation to create a streamlined experience for clients and advisors.
Throughout a career spent at J.P. Morgan Wealth Management, Robert has held a range of positions within Lending Solutions, gaining hands-on experience and insight into the evolving needs of clients and advisors.
A graduate of the University of Delaware, Robert earned both a B.S. and an M.B.A. in Finance with minors in Economics and Spanish. He holds the FINRA Series 7, 24 and 66 securities licenses.
Robert 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
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The defensive playbook isn’t your average inflation roadmap
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April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now3 ways to stay active while in retirement
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowWhat is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowEmerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read NowThe art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowA balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowWhen disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhy cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now