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
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October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read NowFourth-quarter forecast: 3 things that could affect markets
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October 10, 2024There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
October 8, 2024A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowEstate planning for Indigenous Americans
October 8, 2024For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read NowSeptember 2024 jobs report: 254,000 jobs added, defying expectations
October 7, 2024U.S. job growth unexpectedly accelerated sharply beyond economists’ expectations, solidifying our strategists’ view that the Fed will lower interest rates by 25 basis points at its next meeting.Read NowPutting this week's events into context
October 4, 2024Here’s what you should know about escalating global conflicts and a mixed week for markets.Read Now“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
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