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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