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 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

Wealth Planning

Retirement and estate planning for unmarried couples

September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
Wealth Planning

Protecting estate plans from hostile family members may be advisable

September 9, 2025LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read Now
Wealth Planning

The duties of a trustee

September 9, 2025There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now
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