Patrick AmatoPatrick Amato, CFA®Managing DirectorWealth Partner
LinkedInAwards and Industry Recognition
Forbes
About Patrick
Patrick Amato is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.
As a founder of The Amato-Waldbauer Group, he delivers investment portfolio services to the team's successful client base.
Patrick brings deep money management experience to serve the needs of business owners, C-suite executives and high-net-worth families. His approach is often conservative, and he strives to manage volatility and risk for each individual. Patrick's institutional background differentiates the team's sophisticated wealth planning guidance. His capabilities lend an invaluable perspective to families of considerable wealth.
As a member of the J.P. Morgan Wealth Management Portfolio Manager Program, Patrick has been specifically selected to manage assets on a discretionary basis. He is subject to regular quantitative and qualitative reviews to evaluate his ongoing strategies. Patrick is highly skilled in using a variety of investment vehicles to build tailored portfolios, which he manages in-house. His focus is trained on balancing personalized growth, liquidity and capital preservation goals.
Patrick began his career as a Wall Street trader managing corporate, government and municipal bonds for 18 years. During this time, he served as a Director of Municipal Bond Trading at Salomon Smith Barney and Senior Vice President of Municipal Bond Trading at Bear Stearns. In 2001, Patrick transitioned to the wealth management side, offering his institutional-caliber investment capabilities for the benefit of retail clients. He worked with the Private Client Group at Merrill Lynch and as an Advisor at UBS before joining J.P. Morgan in 2018.
A graduate of New York University, Patrick earned a B.A. in Finance. He also has an M.A. in American Business History from the same institution. Patrick holds the Chartered Financial Analyst® designation, which attests to his strong background in security analysis, portfolio management and business reporting. Involved with his alma mater, he has taught undergraduate history at NYU.
Patrick currently serves on the board of the East Hampton YMCA. He also serves as a board member of the Resource Foundation, an organization whose mission is to empower disadvantaged communities in Latin America and the Caribbean by providing the skills, knowledge and opportunities that are needed to improve lives.
A native of New Jersey, Patrick now resides in East Hampton with his wife. They have two adult sons and enjoy spending time together in outdoor pursuits
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Insights
Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption
March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
What is the Social Security Fairness Act and how will it impact Social Security benefits?
March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
How to think about market volatility
March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
The 20th century expansion of women in banking
March 26, 2025Banking services for women transformed throughout the 1900s. As banks came to recognize women’s financial power, offerings catering to women rapidly expanded.Read Now
Common financial milestones women experience throughout their lives
March 25, 2025Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now
How to enhance the yield on your excess cash
March 24, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read Now
The potential benefits of alternative investments
March 21, 2025Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read Now
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read NowNavigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption
March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read NowWhat is the Social Security Fairness Act and how will it impact Social Security benefits?
March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read NowHow to think about market volatility
March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read NowThe 20th century expansion of women in banking
March 26, 2025Banking services for women transformed throughout the 1900s. As banks came to recognize women’s financial power, offerings catering to women rapidly expanded.Read NowCommon financial milestones women experience throughout their lives
March 25, 2025Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read NowHow to enhance the yield on your excess cash
March 24, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read NowThe potential benefits of alternative investments
March 21, 2025Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read NowThe bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read Now