Brett Langbert

BrettLangbert

Bio:

Brett Langbert is an Executive Director and Wealth Partner with J.P. Morgan Wealth Management.

Brett brings a holistic approach to help organize all important financial elements into one comprehensive picture. He takes a macro view of each client’s assets—personal, business, corporate, family, real estate holdings, liquid, and illiquid instruments—to identify ways in which to intelligently leverage these investments over time. Brett drills down to build strategic models and plans that seek alpha in the marketplace. He is fond of saying that the most important criterion in holistic wealth management is to be brilliant at the basics.

With over 25 years of experience, Brett draws on his background of capital markets to help provide high-net-worth individuals with the advisory guidance and investment management strategies that are needed due to the complexities of significant wealth. Historically, his successful and geographically diverse client base has included financial professionals, C-suite executives, entrepreneurs, athletes, and people experiencing a life transition. Prior to joining Wells Fargo Advisors, Brett managed growth, balanced ETF, and income portfolios as a member of the J.P. Morgan Wealth Management Portfolio Manager Program. The program consisted of select advisors who had to undergo a screening process to manage discretionary assets and was subject to ongoing quantitative and qualitative reviews to assess their investment strategy.

Over the course of his career, Brett acquired extensive Wall Street experience at prestigious firms such as Goldman Sachs, Morgan Stanley, UBS, before embracing wealth management at J.P. Morgan in 2018. Brett began his Financial Advisor career with Bernstein Private Wealth Management. Brett’s broad investment background includes a wide array of capital markets investing, trading, credit, lending, and portfolio responsibilities. He leverages his deep-rooted understanding of institutional capital markets to help create a differentiated and unique wealth management experience for his clients.

A graduate of Colgate University, Brett holds a B.A. with Honors in Political Science. In his senior year of college, he put plans for law school on hold to enter the first-ever training program that Goldman Sachs had to offer in its securities businesses. Currently, Brett Head of the Langbert Foundation at Colgate University and is a member of the University of Miami Neurological Council.

A native of New Jersey, Brett resides in Jupiter, Florida with his wife and their two daughters. In his free time, he enjoys golf, fishing, theatre, and spending time outdoors with his family.