About Paolo

As a member of the team, Paolo provides exceptional services for high-net-worth individuals and families. His responsibilities include advisory services, portfolio trading, and facilitating onboarding for new relationships.

Prior to joining J.P. Morgan Advisors, Paolo was a Wealth Management Client Associate at Bank of America Merrill Lynch providing advisory services, investment recommendations and financial technical support for high-net-worth households.

Paolo was born and raised in Rome, speaks both English and Italian fluently and is conversational in Spanish. He moved to the United States to complete a degree in Business Administration with concentration in Finance and Investments. He majored Summa Cum Laude from Baruch College and holds FINRA Series 7 and 66 registrations. Outside of work, he enjoys visiting art galleries, playing tennis, and meeting new people.

Insights

Wealth Planning

J.P. Morgan Summer Reading List 2024

May 21, 2024To usher in the summer months, we’ve gathered a list of inspiring, educational and entertaining books we’re reading. Check out the 2024 J.P. Morgan Summer Reading List.Read Now
Investing

How to invest in a world of increasing security risks

May 20, 2024Globally, governments and corporations are now spending more to implement new, innovative security solutions, creating investment opportunities in public and private markets.Read Now
Wealth Planning

How to successfully gift to heirs

May 20, 2024Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how to hit this trifecta.Read Now
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