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 will you do if you suddenly become rich?
November 25, 2025Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read Now
J.P. Morgan NextList 2026
November 24, 2025J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2026 list here.Read Now
Changing your state of residence
November 21, 2025When moving to a new state, you may have to sever some or all of your ties to your former state; half measures can leave you open to tax claims by your former home state.Read Now
3 key contrasts shaping market momentum
November 21, 2025AI, household trends and global trade are giving investors both reasons to feel optimistic and reasons to show caution.Read Now
Understanding disability insurance
November 21, 2025Disability insurance can help replace some of your income if you become disabled and are prevented from working, either in the short term or the long term.Read Now
How to manage your employee stock options
November 21, 2025It’s important to consider tax and investment implications of holding or exercising your options.Read Now
A loving gift: The ethical will
November 21, 2025While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read Now
Delayed September jobs report beats forecasts while unemployment rate ticks up
November 20, 2025The September 2025 jobs report showed 119,000 jobs were added in the month. See what the data means for wages, hiring trends and the Federal Reserve’s next move.Read Now
Understanding business entities
November 18, 2025If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read NowWhat will you do if you suddenly become rich?
November 25, 2025Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowJ.P. Morgan NextList 2026
November 24, 2025J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2026 list here.Read NowChanging your state of residence
November 21, 2025When moving to a new state, you may have to sever some or all of your ties to your former state; half measures can leave you open to tax claims by your former home state.Read Now3 key contrasts shaping market momentum
November 21, 2025AI, household trends and global trade are giving investors both reasons to feel optimistic and reasons to show caution.Read NowUnderstanding disability insurance
November 21, 2025Disability insurance can help replace some of your income if you become disabled and are prevented from working, either in the short term or the long term.Read NowHow to manage your employee stock options
November 21, 2025It’s important to consider tax and investment implications of holding or exercising your options.Read NowA loving gift: The ethical will
November 21, 2025While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowDelayed September jobs report beats forecasts while unemployment rate ticks up
November 20, 2025The September 2025 jobs report showed 119,000 jobs were added in the month. See what the data means for wages, hiring trends and the Federal Reserve’s next move.Read NowUnderstanding business entities
November 18, 2025If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read Now