
Anthony P. BardaroAnthony P. BardaroExecutive DirectorWealth Advisor
About Anthony
Anthony Bardaro is an Executive Director, Portfolio Manager, and Wealth Advisor at J.P. Morgan Wealth Management.
Anthony 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 three children. 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

6 strategies to consider before year-end
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Incentive stock options and the AMT
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December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read Now
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December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read Now
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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
6 strategies to consider before year-end
December 3, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read Now
Incentive stock options and the AMT
December 3, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
Communicating wishes when preparing for a death
December 2, 2025Communicate and plan properly to ensure that wishes are satisfied.Read Now
AI-powered scams: How you can help protect yourself
December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read Now
How you can help protect yourself
December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read Now
Fundamental estate planning considerations
December 2, 2025As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read Now
3 things we (and markets) are grateful for this season
November 26, 2025We give thanks for a broad-based rally, a durable economy and a powerful innovation cycle.Read Now
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
