Anthony CustodioAnthony Custodio, CFA®Managing DirectorWealth Partner
Awards and Industry Recognition
Forbes
About Anthony
Tony Custodio is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
As a co-founder of The Rutledge Custodio Team, Tony provides leadership, strategy and advice to an accomplished clientele, helping them gain direction and confidence in the management of their financial affairs. With more than three decades of experience, Tony offers particular depth in investment management, taking the time to design customized portfolios that reflect the distinctive circumstances of each client. A seasoned money manager, he offers the wisdom he has gained from adhering to a disciplined approach, supporting clients in pursuing important goals, such as maintaining their lifestyle, leaving a legacy to future generations, or discerning a path to retirement.
Tony notes that he and his colleagues are skilled in helping clients unify and consolidate complex financial affairs, particularly those with wide-ranging investments in multiple locations. To these relationships, Tony and his team provide structure and clarity, noting possible efficiencies, remedying gaps and eliminating redundancies. Financial planning, Tony explains, is a key component of his team's value. By "bringing it all together through a comprehensive plan," he and his team provide a rational framework to help clients discern what they want to accomplish—and a means to expedite those aims.
Prior to moving to J.P. Morgan Wealth Management with his team in 2023, Tony was a Managing Director and Wealth Manager with First Republic Private Wealth Management. Earlier, he spent 15 years with Merrill Private Wealth Management, most recently as a Senior Vice President, Private Wealth Advisor and Portfolio Manager. Tony's experience also includes more than four years with Wells Fargo Private Bank, where he was a Senior Investment Counselor. He began his wealth management career in 1994 at Franklin Templeton Investments in its management training program.
Tony earned his M.B.A. from Santa Clara University and his B.S. in Finance from Cal Poly San Luis Obispo. He holds the Chartered Financial Analyst®designation.
Outside the office, Tony serves on the investment committee of TheatreWorks, a nonprofit organization in Silicon Valley.
A resident of Palo Alto, Tony and his wife, Meredith, have three children each. In his free time, he enjoys cycling, spending time outdoors and traveling.
CFA® is a registered trademark owned by CFA Institute.
Insights
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
Insight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
Insight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
Insight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowInsight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowInsight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowInsight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now