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 Banc 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® 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.
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