Matthew TomasinoMatthew TomasinoExecutive DirectorWealth Advisor
About Matthew
Matthew Tomasino is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
Matt brings an institutional-caliber level of capital markets and portfolio management experience to guide high-net-worth individuals and families along their wealth journey. He is especially grounded in the challenges faced by those entering the retirement phase of their lives and leans on his deep background to give them the peace of mind that comes from knowing their assets are being carefully managed and their future is secure.
After years of crafting investment strategies for financial advisors, wealth managers and planners, Matt has developed a strong foundation in portfolio construction along with a deep understanding of the markets and a broad network to draw from. He understands the importance of relationship-building and takes pride in the trust his clients place in him as he works to help them make important decisions around wealth planning to pursue their ultimate goals.
As a member of J.P. Morgan's Portfolio Manager Program, Matt is one of a select group of Advisors who undergo a screening process to manage discretionary portfolios and are subject to ongoing qualitative and quantitative reviews to assess their strategies. He leverages that in his work with clients, formulating approaches that account for their individualized risk tolerances and goals.
Matt joined J.P. Morgan from First Eagle Investment Management. There, he provided institutional consulting on investment strategies to a range of financial professionals. Matt held similar roles at Lord, Abbett & Co. and Highland Capital Management during the course of his career over the last decade.
Raised in an entrepreneurial family, Matt previously ran his own business, which he founded in 2012. This experience gave him keen insights into the challenges and risks faced by business owners.
Matt holds a B.S. in Finance from West Chester University and has earned the Certified Investment Management Analyst® designation. Cognizant of the ever-changing economic terrain and fast pace of the industry, he is constantly educating himself on the latest insights.
Nothing is more important to Matt than his family. A married father of two, he is an active and engaged dad to a young son and daughter. He is a native of Long Island and moved to Los Angeles over 10 years ago. When he can find moments of free time, he likes to read and surf.
Insights
Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
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Debunking the top five sustainable investing myths
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When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
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5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read NowWhy cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowBuilding tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read NowWhere will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read NowDebunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read NowWhen disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowBuilding up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowU.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read NowPlanning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now