Awards and Industry Recognition

About Joseph

Joseph Vanderdonck is a Managing Director, Portfolio Manager and Wealth Partner with J.P. Morgan Wealth Management.

Joe serves a wide array of wealthy individuals and families, providing customized solutions and a focus on delivering a high level of client service. With a nearly 25-year award-winning career in the industry, he specializes in structuring tailored strategies and portfolios to preserve and grow client assets. Utilizing the vast resources of J.P. Morgan, Joe and his team provide wealth advisory services to clients in a range of disciplines including investment management, wealth structuring, customized credit and lending, and corporate executive services.

Before joining J.P. Morgan, Joe held senior roles as a Managing Director and Branch Director for RBC Wealth Management. Previously, he was in the Wealth Management Group at Citigroup Smith Barney and the Private Client Group at Credit Suisse. He began his career at Morgan Stanley's Private Wealth Management Group in 1997, working with the firm's high-net-worth and corporate clients.

Joe received a B.A. in Business from Michigan State University and an M.B.A. from The Anderson School at the University of California, Los Angeles. He resides in Palos Verdes Estates with his wife, Holly, and their three children. Outside of the office, Joe enjoys sports, travel and working out.

Markets and Economy

Toto, I don’t think it’s the Fed anymore

September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read Now
Markets and Economy

US-Canada trade escalation: Why autos and oil matter more than today’s tariffs

September 2, 2026U.S.–Canada tariffs may have limited near-term economic impacts, but a further shift in policy – especially in autos or energy – could complicate the inflation and growth outlook.Read Now
Wealth Planning

New York estate tax planning considerations

September 2, 2026When creating an estate plan, you and your tax and legal advisors should consider state laws as well as federal rules. Here are key items for people with New York State ties.Read Now