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
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July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowInsight 3: The culture shift from paternalism to partnership
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July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowAI scams, deepfakes, impersonations … oh my!
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July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As 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 Now2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read Now