Aldi TafaniAldi TafaniExecutive Director
About Aldi
Aldi Tafani is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management. With over 18 years of experience in the financial industry, he provides support for large institutional transactions, corporate 401(k)s, wealth funds and private client advisory. Aldi's extensive capital advisory background and strong investment capabilities enable him to serve a diverse set of clients that range from high-net-worth families to foundations. He offers tailored strategies covering the totality of wealth and financial relationships through the products and services available at J.P. Morgan.
Aldi's commitment to attentive personal service extends beyond accessibility and timely problem resolution—it goes to the heart of asset management—understanding each client and determining how and why they want to invest. He focuses on one individual at a time, and believes that because every situation is unique, no two portfolios should be alike.
Through the identification of what he considers to be the pillars of a portfolio—clearly defining clients' goals, studying their risk tolerance and exploring their investing experience—Aldi creates a platform for sound decision making. He is mindful that all investment elements must be integrated together and continuously monitored.
Aldi joined J.P. Morgan in 2016, drawn to the firm's deep set of world-renowned resources and research capabilities. He believes these help position him and The Tafani Group to provide a greater level of service for their clients. Aldi began his career in investment management at Morgan Stanley in 1999, and has worked diligently ever since to develop portfolio strategies that address complex financial challenges.
He and his family live in Colt's Neck, New Jersey. Aldi spends most of his free time attending to the needs of his clients, and is fond of saying, "I don't golf so that you can golf."
Insights
November Wrapped
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 Now
We 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 Now
Market 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 Now
Is 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 Now
Add 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 Now
Municipal 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 Now
For 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 Now
With 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 Now
Fixed 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 NowNovember Wrapped
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