
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

The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now
What is the wash sale rule?
April 29, 2025The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
Threading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read Now
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
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking 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 Now
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
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now
What is the wash sale rule?
April 29, 2025The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
Threading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read Now
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
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking 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 Now
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
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now