About Stephen

Stephen Malfitano is a Vice President and Wealth Advisor with J.P. Morgan Wealth Management. Steve brings a hands-on and highly personalized approach to advising clients whose financial needs extend beyond wealth management.

Steve is the former Mayor of Harrison, New York, a former principal of a NYSE firm and a thirty-eight year industry veteran. Through these varied experiences, he has accumulated a wealth of knowledge advising a wide spectrum of clients. Steve's background with municipal bonds and fixed income securities is valued by those individuals who are concerned with preserving their wealth.

A proud alumni of Villanova, he earned a B.S. in Economics with an emphasis in Finance from the University's School of Business. In 1982, Steve was an inaugural member of the Financial Club of Villanova, which continues to have a large impact on the Business School. Through his membership, he continues to give back to his alma mater and often mentors rising juniors and seniors.

Steve began his career at Morgan Stanley in the municipal securities division and spent thirteen years at SG Cowen Securities Corp. As Partner and Managing Director of Cowen, he was responsible for managing the firm's municipal bond business. He remains an active member of the Municipal Bond Club of NY.

After serving in public office, Steve returned to the industry in 2008, when he began a new venture as a Financial Advisor in the Global Wealth Management Division of Morgan Stanley. In 2018, he joined J.P. Morgan to provide his clients with access to exceptional investment advisory services, research and a broad suite of lending and banking services.

Dedicated to public service, Steve serves on the Board of Trustees in his hometown of Harrison, NY. He is an avid skier and welcomes a competitive game of golf. Steve holds family in high esteem and enjoys spending quality time with his wife and two adult children.



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
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.
(914) 899-5906stephen.malfitano@jpmorgan.com