- Wealth Management Experience Since 2011Bonnie Leibowtiz is a Managing Director and Financial Planner with J.P. Morgan Wealth Management. Ms. Leibowitz joined J.P. Morgan Wealth Management, First Republic now part of JPMorgan Chase, in 2023. Ms. Leibowitz works with individuals, families and business owners, engaging them in the comprehensive financial planning process. Her areas of focus include estate and multi-generational planning, business continuity and succession planning and divorce planning. Prior to joining First Republic in 2019, she was a Vice President and Senior Wealth Strategist at PNC Wealth Management. Prior to that, Ms. Leibowitz was a Manager and Wealth Planner at Deloitte and Wells Fargo Private Bank as a Wealth Planner. Earlier in her career, Ms. Leibowitz practiced law as a tax, trusts and estate attorney with the New Jersey based firm Brach Eichler and later in New York with the firm of McLaughlin and Stern.
- Professional DesignationMs. Leibowitz is admitted to the New Jersey and New York Bars and holds the CERTIFIED FINANCIAL PLANNER™ designation from the Certified Financial Planner Board of Standards, Inc. and the Certified Divorce Financial Analyst® designation from the Institute for Divorce Financial Analysts.
- EducationMs. Leibowitz earned her Juris Doctor from Rutgers Law School-Newark, her Masters of Laws (in taxation) from New York University Law School, her Masters of Business Administration from Rutgers Business School with a concentration in Finance, and her Bachelor of Arts in Mathematics and Philosophy from Boston College.
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