About Aaron

Aaron Nardozza is a Vice President and Investment Associate with J.P. Morgan Wealth Management.

As a long-time member of The Taylor Group, Aaron delivers seasoned guidance to oversee the sophisticated investment scenarios of entrepreneurs, corporate executives and successful individuals at emerging companies. He serves as an advocate to create and implement innovative strategies that help grow and preserve their wealth.

Aaron uses a consultative style to discover near- and long-term goals and tailor approaches that align these important objectives. He draws on the depth of his data-driven experience, acquired through many market environments, to guide families in developing a clear, cohesive plan to efficiently prepare for the future. Aaron transforms marketplace data into meaningful information to give clarity to what are often complex concepts. He couples the strength of his background with an authentic and proactive nature to serve as a trusted sounding board for clients and their families.

With a reputation as a strategic thinker, Aaron serves on the team's investment committee and helps set the direction for portfolio management. He draws from his rigorous due diligence foundation to present proprietary ideas, opportunistic investment strategies, vehicle selection and risk trade-offs.

Aaron's career has spanned more than two decades, and in that time, he's developed strong capabilities in capital markets, wealth strategy and business development. He's held roles in NYC, LA, Syracuse and Boston, which have afforded exposure to many sectors and financial professionals. Aaron joined The Taylor Group at Smith Barney in 2008 to focus his energy on working with successful executives. He moved with the team from UBS to J.P. Morgan to provide clients with the technology and infrastructure of an industry leader.

Aaron attended Syracuse University, where he earned a B.A. in Psychology with a minor in Economics. While in school, he interned at Salomon Smith Barney and established his roots in research and data analysis. He is a member of the Investments and Wealth Institute.

A resident of Seekonk, Massachusetts, Aaron and his wife are raising their young daughter among their close-knit family. He is a lifelong hockey player and runner and is involved with youth sports in the community.

Insights

Markets

Quick shot: President Biden bows out of the election – now what?

July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read Now
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Three big surprises that could drive markets in the second half

July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read Now
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What’s driving the rotation into small-cap stocks?

July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
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