Joseph BellaviaJoseph Bellavia
Managing Director
Wealth Partner

"I work directly with select individuals, families and institutions to help them address the complexities of significant capital."

Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2024

About Joseph

Joseph Bellavia is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.

As a principal and founding member of The Armour Bellavia Stuhlman Group, Joe works directly with a select group of ultra-high-net-worth individuals, multi-generational families and institutions to help them address the complexities of significant capital. Leveraging his extensive analytical and problemsolving skills, he oversees the tactical elements of the team's strategic asset management and cash management services.

Joe draws on his vast investment advisory experience to implement asset allocations aligned with risk profiles and desired returns. He recognizes that each client has different needs and creates investment portfolios with bespoke strategies to address their situation. Joe forges trusted relationships and serves as a conduit to the firm's range of capabilities and breadth of resources, distilling them into what is appropriate for each individual and family.

In today's challenging interest rate environment, Joe serves as a partner to middle-market companies to help enhance cash flow on corporate cash reserves. His strategy is to pursue attractive yields across the bond market. He is backed by J.P. Morgan—an established bulge bracket institution—to add value on both sides of the balance sheet.

With more than three decades in the financial services industry, Joe has been working with J.P. Morgan and its predecessor firms since 2002. In that time, he has developed a reputation for helping clients navigate the challenges of financial decisions in response to changing market conditions.

A lifelong resident of the Jersey Shore, Joe currently lives in Long Branch with his soulmate Judy Mordacq. He has three children, Sophia, a registered nurse at New York Presbyterian, JR, who is an integral member of The Armour Bellavia Stuhlman Group, and William, who is a freshman at Christian Brothers Academy in Lincroft, NJ. In his spare time, Joe enjoys swimming, surfing and biking along the beach.

Insights

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