Anthony P. Bardaro
Anthony joined J.P. Morgan Securities in 2011. Prior to that, he served as a Financial Advisor, Portfolio Manager, and Financial Planning Specialist at Morgan Stanley Smith Barney (2005-2011), where he managed the equity compensation plans for over thirty Fortune 1000 companies. Specifically, Anthony managed the private wealth of his corporate clients’ executive officers, whom he also advised regarding strategies for their stock options and awards packages.
Anthony is responsible for the rigorous, quantitative approach that underpins our portfolio strategies. He believes in the objectivity of data-driven decision-making drawn from multidisciplinary inputs including fundamentals, technicals, macroeconomics, psychology, and history.
That’s a testament to his liberal arts training: Anthony graduated from the Belmont Hill School, subsequently earning a B.A. in Economics and a Minor in English from Hamilton College in Clinton, NY.
A top ranked squash player, Anthony also enjoys mountain biking and skiing. He is a member of the Union Boat Club and University Club of Boston. Born and raised in Medford, MA , he currently resides in Boston’s historic Bay Village with his wife, Chantel.
Registered States: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IO, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY