Anthony P. BardaroAnthony P. Bardaro
Executive Director
Wealth Advisor

"The future is unknown and unknowable, which is why I’m in charge of analyzing your needs and wants – as well as the tensions thereof – to constantly cultivate your strategic plan."

About Anthony

Anthony Bardaro joined J.P. Morgan in 2011. Prior to that, he served as a Financial Advisor, Portfolio Manager, and Financial Planning Specialist at Morgan Stanley Smith Barney (2005-2011), where he managed the equity compensation plans for over 30 Fortune 1000 companies. Specifically, Anthony managed the private wealth of his corporate clients' executive officers, whom he also advised regarding strategies for their stock options and awards packages.

Anthony is responsible for the rigorous, quantitative approach that underpins our portfolio strategies. He believes in the objectivity of data-driven decision-making drawn from multidisciplinary inputs, including fundamentals, technicals, economics, psychology, and history.

That's a testament to his intellectual curiosity and liberal arts training: Anthony graduated from the Belmont Hill School, subsequently earning a B.A. in Economics and a Minor in English from Hamilton College in Clinton, NY.

Anthony currently lives in Milton, Massachusetts with his wife, Chantel, and their two daughters. He's an avid nonfiction reader, as well as a decorated squash player on the local, state, and national stage. He also enjoys mountain biking, skiing, and hiking.

Insights

Investing

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Wealth Planning

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Taxes

Tax alpha: 3 steps to take today to improve your portfolio’s tax health

May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
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(617) 654-2437anthony.bardaro@jpmorgan.com