Michael D’AmelioMichael D’AmelioRelationship Manager
About Michael
Michael C. D'Amelio is a Relationship Manager with J.P. Morgan Wealth Management.
As a member of The Botta McCarron Group, he provides client service and operational support for institutional clients and high-networth individuals. Michael's responsibilities include executing trades, addressing inquiries and monitoring transactions. He works diligently to deliver an excellent customer experience.
Michael graduated from Babson College with a B.S. in Finance and Economics. With 19 years of experience in financial services, he began his career in 2001 at Bear Stearns as a Sales Associate and then moved to Morgan Stanley, where he gained valuable relationship management experience. Michael joined J.P. Morgan in 2017 and is vital to the success of his team. He holds FINRA Series 7, 63, and 65 licenses.
Active in his community, Michael volunteers for his children's youth sports programs. He lives in Lynnfield, MA, and in his free time, enjoys golfing and spending time with his wife, Danielle, and two children, Michael and Gabriella.
Insights
Family Legacy
Building a strong and connected family of wealth: A 10x10 learning road map
March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read Now
Family Legacy
Navigating the opportunities and challenges of family gifts: 5 practices
March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read Now
Wealth Planning
Wealth planning is a women’s issue
March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now
Investing
Alternative Investments in 2025: Our top five themes to watch
March 18, 2025Normalizing rates and new growth drivers appear poised to transform private markets, creating potential opportunities.Read Now
Investing
Insulate your investment strategy with a portfolio line of credit
March 18, 2025A portfolio line of credit can be an alternative source of liquidity which can help an investor avoid having to liquidate securities and upset their investment strategy and possible trigger capital gains.Read Now
Wealth Planning
What are grantor retained annuity trusts (GRATs)?
March 17, 2025Grantor retained annuity trusts (GRATs) can serve as an efficient way to transfer wealth with little or no gift tax liability.Read Now
Markets
Tariff implications for investors: Building a resilient portfolio amid pullbacks
March 14, 2025How long can the economy’s strength last? We examine the risks to our base case.Read Now
Outlook
Investment implications of President Trump’s first month in office
March 12, 2025In his first 30 days, President Trump has made policy decisions on tariffs, immigration and deregulation. Here’s what investors need to know moving forward.Read Now
Outlook
Eye on the Market: Fifty days of grey
March 12, 2025In this edition of Eye on the Market, Michael Cembalest gives his take on the Trump administration’s economic policies 50 days in, as well as their effect on markets thus far.Read NowFamily Legacy
Building a strong and connected family of wealth: A 10x10 learning road map
March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read NowFamily Legacy
Navigating the opportunities and challenges of family gifts: 5 practices
March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read NowWealth Planning
Wealth planning is a women’s issue
March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read NowInvesting
Alternative Investments in 2025: Our top five themes to watch
March 18, 2025Normalizing rates and new growth drivers appear poised to transform private markets, creating potential opportunities.Read NowInvesting
Insulate your investment strategy with a portfolio line of credit
March 18, 2025A portfolio line of credit can be an alternative source of liquidity which can help an investor avoid having to liquidate securities and upset their investment strategy and possible trigger capital gains.Read NowWealth Planning
What are grantor retained annuity trusts (GRATs)?
March 17, 2025Grantor retained annuity trusts (GRATs) can serve as an efficient way to transfer wealth with little or no gift tax liability.Read NowMarkets
Tariff implications for investors: Building a resilient portfolio amid pullbacks
March 14, 2025How long can the economy’s strength last? We examine the risks to our base case.Read NowOutlook
Investment implications of President Trump’s first month in office
March 12, 2025In his first 30 days, President Trump has made policy decisions on tariffs, immigration and deregulation. Here’s what investors need to know moving forward.Read NowOutlook
Eye on the Market: Fifty days of grey
March 12, 2025In this edition of Eye on the Market, Michael Cembalest gives his take on the Trump administration’s economic policies 50 days in, as well as their effect on markets thus far.Read Now
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