Aaron NardozzaAaron NardozzaInvestment Associate
Awards and Industry Recognition
Forbes
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
From Tokyo to London to Washington, debt is in the doghouse
August 21, 2026Global bond yields are climbing as the era of exceptionally low long-term rates becomes harder to justify.Read Now
Endowment management: spending policies, asset allocation and smoothing
August 21, 2026Nonprofits and private foundations face the dual responsibility of addressing immediate community needs while ensuring sustainable support for the future.Read Now
Navigating divorce: options, costs and financial considerations
August 20, 2026There are several options when considering how to proceed with a divorce. Choosing what’s best for you can save time and money now and down the line.Read Now
The 30-year Treasury yield hit levels not seen since 2007. What does that mean for investors and the economy?
August 14, 2026The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.Read Now
When will the Fed hike? It doesn’t matter
August 14, 2026The question isn’t when the Federal Reserve moves – it’s how far. With modest hikes largely priced in, financial markets are poised to weather the repricing.Read Now
Insight 6: Active cross-generational stakeholder alliance
August 13, 2026As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
Building a strong and connected family of wealth: A 10x10 learning road map
August 13, 2026The process of fostering empowered, responsible family members begins early and remains a lifelong journey. Our 10x10 model outlines key competencies to master at various life stages.Read Now
Insight 7: Develop a capable and committed rising generation
August 13, 2026Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
How does the stock market perform during midterm election years? A guide for investors
August 12, 2026Midterm election years can bring market volatility and uncertainty. Learn what history suggests, why headlines move markets and what long-term investors can do to stay on track.Read NowFrom Tokyo to London to Washington, debt is in the doghouse
August 21, 2026Global bond yields are climbing as the era of exceptionally low long-term rates becomes harder to justify.Read NowEndowment management: spending policies, asset allocation and smoothing
August 21, 2026Nonprofits and private foundations face the dual responsibility of addressing immediate community needs while ensuring sustainable support for the future.Read NowNavigating divorce: options, costs and financial considerations
August 20, 2026There are several options when considering how to proceed with a divorce. Choosing what’s best for you can save time and money now and down the line.Read NowThe 30-year Treasury yield hit levels not seen since 2007. What does that mean for investors and the economy?
August 14, 2026The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.Read NowWhen will the Fed hike? It doesn’t matter
August 14, 2026The question isn’t when the Federal Reserve moves – it’s how far. With modest hikes largely priced in, financial markets are poised to weather the repricing.Read NowInsight 6: Active cross-generational stakeholder alliance
August 13, 2026As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowBuilding a strong and connected family of wealth: A 10x10 learning road map
August 13, 2026The process of fostering empowered, responsible family members begins early and remains a lifelong journey. Our 10x10 model outlines key competencies to master at various life stages.Read NowInsight 7: Develop a capable and committed rising generation
August 13, 2026Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowHow does the stock market perform during midterm election years? A guide for investors
August 12, 2026Midterm election years can bring market volatility and uncertainty. Learn what history suggests, why headlines move markets and what long-term investors can do to stay on track.Read Now