简历
Anthony Trimarchi is a Managing Director at J.P. Morgan Private Bank. He leads a team of 20 professionals who advise some of the most influential business leaders in New York and Connecticut. Anthony and his team oversee more than $10 billion in assets and advise affluent individuals and families on their personal financial plans, investment strategies and important wealth management decisions. In addition to these client-facing responsibilities, Anthony chairs the community engagement and grantmaking efforts of JPMorgan Chase in Westchester County.
Before joining J.P. Morgan, Anthony worked in Morgan Stanley’s Prime Brokerage Group, where he advised hedge fund clients on their financing and business needs. He started his career at KPMG LLP, providing tax advice to corporate executives in New York and Tokyo.
Anthony serves on the board of directors at the Ronald McDonald House of the Greater Hudson Valley. He is also a member of the Patient and Family Advisory Council at Memorial Sloan Kettering Cancer Center. In 2019, he was honored to have a formal request he authored for increased pediatric brain cancer research funding included in the U.S. House of Representative’s Appropriations Committee report.
When not managing client portfolios and fighting to cure pediatric brain cancer, Anthony is an active thoroughbred racehorse owner. He is a member of the board of trustees at the New York Backstretch Employees Pension Trust.
Anthony earned his M.B.A. from the Stern School of Business at New York University, and a B.S. from the State University of New York at Geneseo. He holds FINRA Series 7 and 63 securities licenses.
Anthony and his wife reside in Bedford, New York, with their three children.
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