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.

Insights

Family Legacy

When disaster strikes: How to give with intention and impact

April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Investing

Building up: How we see infrastructure investment expanding

April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
Markets

5 thoughts on the market’s tariff tantrum

April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
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