Anthony Custodio

Anthony Custodio is a Managing Director and Wealth Manager with J.P. Morgan Wealth Management. Mr. Custodio joined J.P. Morgan Wealth Management in 2023. Prior to joining J.P. Morgan Wealth Management, Mr. Custodio was a Managing Director and Wealth Manager at First Republic since 2022 and spent 15 years at Merrill Private Wealth Management, most recently as a Senior Vice President and Private Wealth Advisor and Portfolio Manager. Before that, he was a Senior Investment Counselor at Wells Fargo Private Bank. He began his wealth management career in 1994 at Franklin Templeton Investments in the management training program. With over 28 years of experience, Mr. Custodio focuses his practice on managing the investment programs for ultra high net worth individuals and families, for whom he tailors portfolios to align with their goals and priorities.

Active in his local community, Mr. Custodio is a member of the Investment Committee for TheatreWorks, a nonprofit organization that provides innovative productions, new works and educational programs to the communities in Silicon Valley.

Mr. Custodio earned his Master of Business Administration from Santa Clara University and Bachelor of Science in Finance from Cal Poly San Luis Obispo. He holds the Chartered Financial Analyst® designation. Anthony Custodio, CFA®