
Patrick AmatoPatrick Amato, CFA®Managing DirectorWealth Partner
Awards 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

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August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read Now
Insight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
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