John TonzolaJohn Tonzola, CAIA®Managing DirectorWealth Partner
LinkedInAbout John
John Tonzola is a Managing Director, Wealth Partner and Portfolio Manager at J.P. Morgan Wealth Management.
John draws upon over 25 years of significant product and markets knowledge to provide for ultra-high-net-worth clients. He has served as a trusted Advisor across generations of families, helping them navigate their sophisticated financial scenarios through focused investment management, trust and estate planning, gift and philanthropy issues, and tax-aware strategies.
John and his team offer clients a comprehensive, family-office-style experience. His strong background in structured financial products, alternative investments and investment strategies provides deep insight into how the many elements of a client's financial scenario relate. His breadth of experience allows him to be a total resource—providing tailored advice on a wide variety of issues while also collaborating with outside advisors such as CPAs, attorneys and valuation professionals to create and implement effective investment plans.
As a member of the firm's Portfolio Manager Program, John is one of a select group of Advisors who undergo a screening process to manage discretionary client portfolios and who are subject to ongoing quantitative and qualitative reviews to assess each Advisor's strategy. He also sits on the Wealth Partners' Advisory Council, working directly with the senior leadership of J.P. Morgan Wealth Management.
John joined J.P. Morgan in 2016 after spending seven years at Deutsche Bank serving global wealth management clients. Earlier in his career, he spent a decade at KBC Financial Products—a wholly-owned subsidiary of the Belgian global financial services firm KBC Bank, N.V.— where he focused on structuring and selling credit and equity derivatives, long-only fund management strategies and alternative investments.
A graduate of Yale University, John earned a B.A. in American Studies and is an alumnus of the Delbarton School in New Jersey. He holds the Chartered Alternative Investment Analyst®(CAIA®) designation.
John, his wife, Christina, and their three sons live in Morris County, New Jersey. Active in their community, both John and Christina volunteer on the boards of several charitable organizations and local committees. When not in the office or with his family, John enjoys sailing, skiing, golf, and fly fishing.
CAIA®and Chartered Alternative Investment Analyst®are service marks owned by CAIA Association.®
Insights
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now
What is the wash sale rule?
April 29, 2025The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
Threading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read NowYou’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowFinancial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read NowThe art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowWhat April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read NowAI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowThe first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read NowWhat is the wash sale rule?
April 29, 2025The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowThreading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read Now