Patrick AmatoPatrick Amato, CFA®Managing DirectorWealth Partner
About Patrick
Patrick Amato is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management. As a founder of The Amato-Waldbauer Group, he delivers investment portfolio services to the team's successful client base.
Patrick brings deep money management experience to serve the needs of business owners, C-suite executives and high-net-worth families. His approach is often conservative, and he strives to manage volatility and risk for each individual. Patrick's institutional background differentiates the team's sophisticated wealth planning guidance. His capabilities lend an invaluable perspective to families of considerable wealth.
As a member of J.P. Morgan Portfolio Manager Program, Patrick has been specifically selected to manage assets on a discretionary basis. He is subject to regular quantitative and qualitative reviews to evaluate his ongoing strategies. Patrick is highly skilled in using a variety of investment vehicles to build tailored portfolios, which he manages in-house. His focus is trained on balancing personalized growth, liquidity and capital preservation goals.
Patrick began his career as a Wall Street trader managing corporate, government and municipal bonds for 18 years. During this time, he served as a Director of Municipal Bond Trading at Salomon Smith Barney and Senior Vice President of Municipal Bond Trading at J.P. Morgan predecessor firm Bear Stearns. In 2001, Patrick transitioned to the wealth management side, offering his institutional-caliber investment capabilities for the benefit of retail clients. He worked with the Private Client Group at Merrill Lynch and as an Advisor at UBS before joining J.P. Morgan in 2018.
A graduate of New York University, Patrick earned a B.A. in Finance. He also has an M.A. in American Business History from the same institution. Patrick holds the Chartered Financial Analyst® designation, which attests to his strong background in security analysis, portfolio management and business reporting. Involved with his alma mater, he has taught undergraduate history at NYU.
Patrick currently serves on the board of the East Hampton YMCA. He also serves as a board member of the Resource Foundation, an organization whose mission is to empower disadvantaged communities in Latin America and the Caribbean by providing the skills, knowledge and opportunities that are needed to improve lives.
A native of New Jersey, Patrick now resides in East Hampton with his wife. They have two adult sons and enjoy spending time together in outdoor pursuits.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Insights
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December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now