Matthew Lopardo is an Investment Associate at J.P. Morgan Wealth Management.
As a member of The Tabachnick Oskin Group, he performs key functions in serving the team's affluent clients and their families.
Matt attends client meetings, creates wealth planning proposals and performance reports, and assists with the manager selection process to deliver investment advisory strategies tailored to each client's particular situation. He is described as highly personable—someone who works closely with clients to identify workable strategies and follows up promptly when they have questions or require additional information.
Matt knew he would pursue a finance career when he served as president of his local business club in high school. He is a graduate of Loyola University, where he earned a B.A. in Finance and Economics. Matt also holds the FINRA Series 6, 7 and 66 securities licenses. He joined J.P. Morgan in 2009 as a personal banker and pivoted to wealth management three years later as a Client Service Associate before assuming his current role.
A native of the Chicago area, Matt and his wife live in LaGrange Highlands with their two young children. In addition to spending his free time with his family, he is a runner and is training for his fourth Chicago Marathon. He demonstrates community involvement by using his love of the sport as a catalyst to raise funds for the Ronald McDonald House Charities.