Alphonse AntonitisAlphonse Antonitis, CFP®Executive DirectorWealth Advisor
About Alphonse
Alphonse J. Antonitis is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
Al brings clients more than 35 years of extensive wealth management experience. Since launching his career at Kidder, Peabody & Co. in 1987, he has delivered a highly personal, planning-based approach that places each client at the center of a multi-faceted strategy he builds on their behalf.
In addition to designing asset allocation models and selecting managers for each client's portfolio, Al is responsible for implementing trading strategies for the group's discretionary equity portfolios. He also oversees the performance reporting for its institutional consulting relationships. Over the years, Al has worked extensively with restricted stock transactions, Section 16 trading issues, and the construction of 10b5-1 trading programs.
Al has collaborated with Richard Grande on developing investment portfolios for more than 25 years. They formed a team in 2000 at Bank of America Securities and moved together to Morgan Stanley later on. Before joining J.P. Morgan, Al was Managing Director and Wealth Manager at First Republic Investment Management.
Al holds the CERTIFIED FINANCIAL PLANNER®(CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc. and a Bachelor's degree in Chemistry and Computer Science from Boston University.
He also holds a place in his heart for serving the community. He is a former president and director of Concord-Carlisle Youth Soccer, and longtime director of the Boston Area Youth Soccer League. Al also served on the Board of Visitors for the Fenn School in Concord, Massachusetts. Currently, he chairs the board of trustees for the pension plan of the Roman Catholic Archdiocese of Boston and is a committee member for its 401(k) plan.
Al and his wife, Rosemary, make their home in Concord. They have one adult son, a graduate of Boston College.
CFP Board owns the marks CFP®and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
Insight 7: Develop a capable and committed rising generation
August 5, 2025Members 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
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowInsight 7: Develop a capable and committed rising generation
August 5, 2025Members 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 NowJuly Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now