Joseph BellaviaJoseph BellaviaManaging DirectorWealth Partner
About Joseph
Joseph Bellavia is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management. As a principal and founding member of The TBW Group, he works directly with a select group of ultra-high-net-worth individuals, multigenerational families and institutions to help them address the complexities of significant capital.
Leveraging strong analytical and problem-solving skills, Joe oversees the tactical elements of the team's strategic asset management. He methodically utilizes his implementation skills, trading experience and execution capabilities to manage portfolios that target risk mitigation and wealth preservation. Joe challenges himself to accommodate changing economic conditions through the accumulation and sale of large positions over time. He is highly adept at constructing hedging and monetization strategies, and using options to help capitalize on market upsides while protecting against downside exposure.
Diligent and hardworking by nature, Joe brings integrity to every interaction. He helps ensure a seamless process to generate value for individuals and institutions. Through both passive and active management, he provides an avenue to remain opportunistic for the benefit of the team's clients. With more than 25 years of investment advisory experience, Joe focuses on implementing asset allocations that align with client risk profiles and desired returns.
Joe earned a B.A. from Saint Leo University in Florida. After graduating from the Dean Witter brokerage training program, he worked at Prudential prior to joining Gruntal & Co., where he met Peter Tipping. In 2002, Joe and Peter moved to Bear Stearns and with the addition of Chris, formed The TBW Group. Together with the other members of the team, he works to provide timely decisions to changing markets.
A lifelong resident of the Jersey Shore, Joe lives in Monmouth Beach, New Jersey with his three children. When not in the office, he enjoys golf, tennis and surfing.
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