Steven TamborraSteven TamborraSenior Associate, Investment Specialist
About Steven
Steven Tamborra is an Investment Specialist at J.P. Morgan Wealth Management, covering the West Coast region.
Steven collaborates closely with strategists, asset class leaders, product professionals and external partners to transform J.P. Morgan's broad range of investment opportunities into clear, actionable strategies for clients. He works directly with Advisors to tailor approaches that seek to meet clients' individualized needs and goals, and plays an active role in portfolio construction and asset allocation.
After joining the firm in 2018, Steven has held a variety of roles, most recently on the Lending Team at J.P. Morgan Wealth Management, where he supported the team's growth and strategic initiatives. In this capacity, he contributed to the expansion of the lending business across all products, including securities-based lending, margin lending, custom lending and mortgages.
Steven is a graduate of CUNY Baruch College. He holds the Chartered Financial Analyst® designation.
Born and raised on Staten Island, Steven is a car enthusiast, avid soccer player and devoted supporter of his team, Real Madrid.
CFA®and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Insights
Fiscal fireworks: How debt is rewriting the rules for the US and Japan
January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read Now
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January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read NowFed leaves rates unchanged to start 2026: Is a cut coming in March?
January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read NowThe new frontier: 3 themes driving alternatives in 2026
January 26, 2026Why we think alternatives are no longer optional.Read NowDebunking the “Sell America” trade: Why Europe’s move could fall short
January 23, 2026Despite policy uncertainty, the United States remains a high-conviction investment opportunity.Read Now3 cyber secure actions to add to your New Year’s resolutions
January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read NowMaking the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowNew 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read NowFamily governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read NowShould I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now