Paolo PontecorviPaolo PontecorviClient Associate
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 graduated 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
Family Legacy
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October 7, 2026Explore ways to engage younger generations in philanthropy – and make giving a family tradition.Read Now
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Retirement
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Markets and Economy
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Markets and Economy
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One economy, two markets, one message
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Make philanthropy a family affair
October 7, 2026Explore ways to engage younger generations in philanthropy – and make giving a family tradition.Read NowMarkets and Economy
Oil prices in 2026: How are WTI crude and Brent crude performing so far this year? Why does it matter for investors?
October 7, 2026Oil prices have been high in 2026 as supply risks and demand expectations collided. Learn what’s driving WTI and Brent crude – and why oil matters for inflation, rates and markets.Read NowRetirement
Why a 401(k) and high-yield savings account may not be enough
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October 6, 2026While promotional offers may let you lock in seemingly attractive rates on loans against your portfolio, it’s important to consider all the conditions beyond just the headline rate.Read NowMarkets and Economy
A calm index, a restless market
October 2, 2026As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.Read NowMarkets and Economy
Which industries are most affected by Fed rate hikes?
October 1, 2026When the Federal Reserve hikes interest rates, borrowing costs, customer demand and valuations across industries may be impacted, from real estate and small businesses to AI data centers.Read NowMarkets and Economy
Data centers meet democracy: The backlash to the AI buildout
October 1, 2026As U.S. congressional elections approach, rising electricity prices have elevated data center oversight as a rare bipartisan issue.Read NowRetirement
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One economy, two markets, one message
September 25, 2026Rate volatility is back, but equities are taking higher yields in stride, often treating them as a growth signal rather than a stress flare.Read Now
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