
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

What to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read Now
A shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now
'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read Now
A historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Estate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now
How an annuity can help you plan for retirement
October 7, 2025As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may be an effective tool for you in retirement by providing a steady and reliable income stream.Read Now
Weathering retirement and estate planning headwinds facing LGBTQ+ people
October 7, 2025How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read Now
Make philanthropy a family affair
October 6, 2025There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read Now
Government shutdown pauses jobs report: What’s the impact for the Fed?
October 3, 2025With the government shutdown delaying the September jobs report, read more about what this could mean for the Fed’s deliberations on future interest rate cuts.Read Now
What to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read Now
A shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now
'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read Now
A historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Estate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now
How an annuity can help you plan for retirement
October 7, 2025As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may be an effective tool for you in retirement by providing a steady and reliable income stream.Read Now
Weathering retirement and estate planning headwinds facing LGBTQ+ people
October 7, 2025How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read Now
Make philanthropy a family affair
October 6, 2025There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read Now
Government shutdown pauses jobs report: What’s the impact for the Fed?
October 3, 2025With the government shutdown delaying the September jobs report, read more about what this could mean for the Fed’s deliberations on future interest rate cuts.Read Now