Steven TamborraSteven Tamborra, CFA®Vice PresidentInvestment Associate
About Steven Tamborra
Steven Tamborra is a Vice President and Investment Associate at J.P. Morgan Wealth Management.
Steven works closely with clients as a member of The Meyers Group to understand their long-term financial goals and leverages the firm’s research to deliver tailored investment strategies designed to help address their sophisticated needs.
Since joining the firm in 2018, Steven has held a variety of roles across J.P. Morgan Wealth Management, spanning lending and investment products. During his time on the Lending Team, he supported the team's growth and strategic initiatives. In this capacity, he contributed to the expansion of the lending business across all products, including securities-based lending, margin lending, custom lending, and mortgages. Most recently, he was an Investment Specialist covering the West Coast region where he collaborated closely with strategists, asset class leaders, product professionals, and external partners to transform J.P. Morgan's broad range of investment opportunities into clear, actionable strategies for clients. He worked directly with Advisors to tailor approaches that seek to address clients' individualized needs and goals, and played an active role in portfolio construction and asset allocation.
Steven is a graduate of CUNY Baruch College. He holds the CFA® designation.
Steven grew up on Staten Island and currently lives in Astoria. He is an active member within the Greek Orthodox community, is a car enthusiast, and is an avid soccer player and devoted supporter of his team, Real Madrid.
CFA®and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Insights
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