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Anthony C
CFA®, Series 63, Series 66
Palo Alto, CA
J.P. Morgan Securities
Anthony Custodio is a CFA® charterholder with 26 years of industry experience. He is currently with J.P. Morgan Securities in Palo Alto, California, and has prior experience at First Republic and Bank of America, among others. Outside of his advisory role, he serves as a volunteer committee member on the investment committee for TheatreWorks. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary approach that combines quantitative asset-allocation modeling and centralized due diligence, incorporating an ESG eligibility framework in its recommendations.
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