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.


Wealth Planning

J.P. Morgan Summer Reading List 2024

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Wealth Planning

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