About Anthony

Anthony Alvarez is an Investement Associate with J.P. Morgan Wealth Management.

Anthony Alvarez is an Investment Associate at J.P. Morgan Wealth Management, where he supports The Donnelly Wealth Management Group. In his role focused on business development, Anthony collborates with high-net-worth clients to create personalized wealth plans and build strong, lasting relationships. He is dedicated to understanding clients' financial goals and providing tailored solutions to meet their needs.

Anthony earned his B.B.A. in finance from The University of Miami and complted his M.S. in Finance at the Univerisity of Oklahoma's Price College of Business in 2022.

Active in the community, he is a member of the Nicklaus Children's Young Ambassadors. In his free time, Anthony enjoys family, friends, and offshore fishing.

Insights

Markets

3 top-of-mind lessons in the current market environment

July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read Now
Fraud

AI scams, deep fakes, impersonations … oh my!

July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Wealth Planning

Think before you move: How to think about redomiciling

July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read Now
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