Joseph BellaviaJoseph BellaviaManaging DirectorWealth Partner
Awards and Industry Recognition
Forbes
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
Are we seeing irrational exuberance in the market? We don’t think so
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
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowAre we seeing irrational exuberance in the market? We don’t think so
August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read NowInsight 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 NowJuly 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 NowDifferentiating 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 NowJuly 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 NowInsight 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 NowDefying 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 NowCapitalizing 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 NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now