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
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowU.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read NowVacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now