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
Nerves tested. Are stocks disconnected from reality?
April 26, 2024Growth is solid, not stagnant. Inflation is sticky, not high. Here’s why stocks are so resilient.Read Now
Eye on the market: Cicadian rhythms
April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read Now
Four reasons to consider private credit despite the headlines
April 23, 2024Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.Read Now
4 key actions to consider for your portfolio for what’s to come this year
April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read Now
Geopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read Now
Is it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
What you need to know before buying a luxury home
April 18, 2024It’s no bubble. Luxury home prices are rising for good reasons – and you can still find good value.Read Now
Quick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read NowNerves tested. Are stocks disconnected from reality?
April 26, 2024Growth is solid, not stagnant. Inflation is sticky, not high. Here’s why stocks are so resilient.Read NowEye on the market: Cicadian rhythms
April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read NowFour reasons to consider private credit despite the headlines
April 23, 2024Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.Read Now4 key actions to consider for your portfolio for what’s to come this year
April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read NowGeopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read NowIs it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowWhat you need to know before buying a luxury home
April 18, 2024It’s no bubble. Luxury home prices are rising for good reasons – and you can still find good value.Read NowQuick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read Now