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® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Insights
Insight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now
What Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read Now
The Great Wealth Transfer: Estate planning, gifting and tax strategies for ’givers’
August 24, 2026Learn the pros and cons of lifetime giving, trusts and wills, and setting clear expectations for heirs when passing down wealth to the next generation.Read Now
Gold as a safe haven for investors – and how it can work in a diversified portfolio
August 24, 2026Gold can be a safe haven and still rise alongside stocks. Here’s what drives gold, how it can diversify a portfolio and why our strategists still like it for the rest of 2026.Read Now
From Tokyo to London to Washington, debt is in the doghouse
August 21, 2026Global bond yields are climbing as the era of exceptionally low long-term rates becomes harder to justify.Read Now
Endowment management: spending policies, asset allocation and smoothing
August 21, 2026Nonprofits and private foundations face the dual responsibility of addressing immediate community needs while ensuring sustainable support for the future.Read Now
Navigating divorce: options, costs and financial considerations
August 20, 2026There are several options when considering how to proceed with a divorce. Choosing what’s best for you can save time and money now and down the line.Read Now
The 30-year Treasury yield hit levels not seen since 2007. What does that mean for investors and the economy?
August 14, 2026The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.Read Now
When will the Fed hike? It doesn’t matter
August 14, 2026The question isn’t when the Federal Reserve moves – it’s how far. With modest hikes largely priced in, financial markets are poised to weather the repricing.Read NowInsight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read NowWhat Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read NowThe Great Wealth Transfer: Estate planning, gifting and tax strategies for ’givers’
August 24, 2026Learn the pros and cons of lifetime giving, trusts and wills, and setting clear expectations for heirs when passing down wealth to the next generation.Read NowGold as a safe haven for investors – and how it can work in a diversified portfolio
August 24, 2026Gold can be a safe haven and still rise alongside stocks. Here’s what drives gold, how it can diversify a portfolio and why our strategists still like it for the rest of 2026.Read NowFrom Tokyo to London to Washington, debt is in the doghouse
August 21, 2026Global bond yields are climbing as the era of exceptionally low long-term rates becomes harder to justify.Read NowEndowment management: spending policies, asset allocation and smoothing
August 21, 2026Nonprofits and private foundations face the dual responsibility of addressing immediate community needs while ensuring sustainable support for the future.Read NowNavigating divorce: options, costs and financial considerations
August 20, 2026There are several options when considering how to proceed with a divorce. Choosing what’s best for you can save time and money now and down the line.Read NowThe 30-year Treasury yield hit levels not seen since 2007. What does that mean for investors and the economy?
August 14, 2026The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.Read NowWhen will the Fed hike? It doesn’t matter
August 14, 2026The question isn’t when the Federal Reserve moves – it’s how far. With modest hikes largely priced in, financial markets are poised to weather the repricing.Read Now