Managing Director Market Team Lead
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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投資產品（可能包括銀行管理賬戶及託管）乃由 摩根大通銀行（JPMorgan Chase Bank, N.A.）及其關聯公司（合稱「JPMCB」 ）作為其一部分信託及委託服務而提供。其他投資產品及服務（例如證券經紀及諮詢賬戶）乃由 摩根大通證券（J.P. Morgan Securities LLC）（「JPMS」）提供。摩根大通證券是金融業監管局和證券投資者保護公司的成員。JPMCB及JPMS均為受摩根大通共同控制的關聯公司。產品不一定於美國所有州份提供。請與本網站內容一併閱覽法律免責聲明。
投資產品： • 不受聯邦存款保險公司保障 • 並非摩根大通或其任何關聯公司的存款或其他債務，亦不受摩根大通或其任何關聯公司的保障 • 面臨投資風險，包括可能會損失投資本金
銀行存款產品（例如支票、儲蓄及銀行貸款）及相關服務乃由摩根大通銀行（JPMorgan Chase Bank, N.A.）提供。 摩根大通銀行是美國聯邦存款保險公司的成員。並非借貸承諾。授信額度均須經信貸審批。