Stephen MalfitanoStephen MalfitanoExecutive DirectorWealth Advisor
LinkedInAbout Stephen
Stephen Malfitano is an Executive Director, Wealth Advisor and Portfolio Manager at J.P. Morgan Wealth Management.
Steve brings a hands-on and highly personalized approach to advise 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 nearly 40-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. He is also a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies.
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 gives 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 philanthropic service, Steve sits 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.
J.P. Morgan Securities LLC (“JPMS”) investment advisory programs may not be appropriate for all investors, depending on individual investment objectives and goals. For more information about the investment advisory programs available, please see the applicable program disclosure brochure (“JPMS ADV”), available at www.jpmorgan.com/ADV.
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