Anthony P. BardaroAnthony P. Bardaro
Executive Director
Wealth Advisor

"The future is unknown and unknowable, which is why I’m in charge of analyzing your needs and wants – as well as the tensions thereof – to constantly cultivate your strategic plan."

About Anthony

Anthony Bardaro joined J.P. Morgan in 2011. Prior to that, he served as a Financial Advisor, Portfolio Manager, and Financial Planning Specialist at Morgan Stanley Smith Barney (2005-2011), where he managed the equity compensation plans for over 30 Fortune 1000 companies. Specifically, Anthony managed the private wealth of his corporate clients' executive officers, whom he also advised regarding strategies for their stock options and awards packages.

Anthony is responsible for the rigorous, quantitative approach that underpins our portfolio strategies. He believes in the objectivity of data-driven decision-making drawn from multidisciplinary inputs, including fundamentals, technicals, economics, psychology, and history.

That's a testament to his intellectual curiosity and liberal arts training: Anthony graduated from the Belmont Hill School, subsequently earning a B.A. in Economics and a Minor in English from Hamilton College in Clinton, NY.

Anthony currently lives in Milton, Massachusetts with his wife, Chantel, and their two daughters. He's an avid nonfiction reader, as well as a decorated squash player on the local, state, and national stage. He also enjoys mountain biking, skiing, and hiking.

Insights

Investing

What to consider when you’re considering alternative investments

March 20, 2025Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
Wealth Planning

On the rocky road to tax cuts

March 20, 2025By year-end, extension of the TCJA provisions seems likely. But first, the GOP needs to resolve strains within the caucus.Read Now
Outlook

March 2025 Fed meeting: Interest rates kept steady, slower economic growth projected

March 20, 2025Fed held rates steady for a second straight month and provided economic projections forecasting slower growth and higher inflation by year-end.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.