Anthony RizzoAnthony RizzoManaging DirectorWealth Partner
About Anthony
Anthony Rizzo is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management. He manages the financial services needs of high-net-worth individuals, corporate officers, executives in the entertainment industry, and institutions. His entrepreneurial background resonates with self-made business owners, whom he also advises. Anthony manages growth, balanced and ETF portfolios as a member of J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client assets, and are subject to ongoing quantitative and qualitative reviews in order to assess their investment strategies.
Anthony has over 27 years of investment management experience. He is skilled in determining asset class decisions and identifying areas that may either be undervalued or not readily apparent to the research community. He creates an investment thesis and strategy designed to capitalize on them, and synthesizes the portfolio weighting decisions for the team. Using a fixed income–centric approach, Anthony evaluates the entire capital structure, deriving satisfaction from uncovering under-appreciated investments to deliver intrinsic value on a risk-adjusted basis.
Taking an unconventional path to financial services, early in his career Anthony captained a 50-foot sport fishing yacht, traveling extensively and gaining real-world experience. Through this adventure, he met many financial services professionals, one in particular who encouraged him to enter the training program at Kidder Peabody (now UBS) in 1994. He subsequently moved to Legg Mason and Deutsche Bank with his team, prior to joining J.P. Morgan in 2014.
Anthony grew up on Long Island, and now lives in North Palm Beach with his wife and daughter. He spends his free time tournament fishing and boating, and is active in the Boys and Girls Club of Palm Beach County. He and his family are also involved in the Leukemia Lymphoma Society.
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