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The Mastrocola Bardaro & Mehra Group

Wealth Partners at J.P. Morgan

The Mastrocola Bardaro & Mehra Group

Our business is designed to help manage wealth so our clients can spend more time enjoying their wealth.


 

617.654.2437

855.853.1389

50 Rowes Wharf, 4th Floor
Boston, MA 02110

Our group

We provide comprehensive wealth management through the personalized approach of a family office – incorporating investment, planning, banking, and lending to serve the financial wants and needs of high-net-worth individuals, families, their businesses, and institutions across the globe. Our business is designed to help manage wealth so our clients can spend more time enjoying their wealth.

While the landscape continually changes around us, J.P. Morgan has been a steady presence in the financial services industry through all of the economic and market cycles since the firm’s founding. In such a way, our clients depend on us to remain that steady partner, by their sides for generations, as trusted stewards of their legacies. This practice is our own legacy, and it depends on the sustainability of each client’s success – something our team can affect for the better because of our unique capabilities.

Our team is a synthesis of experience and resources that allow us to provide the custom services of a boutique along with the rich capabilities and exclusive opportunities that only a global firm can access. This is a distinctive combination, and such holism delivers powerful synergies. It also requires continuity, which is why our senior partners – Ken Mastrocola, Anthony Bardaro, and Neil Mehra – manage every client relationship themselves, helping us discover, plan, implement, and review strategies for our clients’ wants and needs.

The result is the J.P. Morgan standard: “doing only first-class business… in a first-class way.”

Our services

From across the broad disciplines of investment, planning, banking, and lending, the following are an overview of the services we provide our private clients…

Investment:

  • Portfolio Management, Advisory, Consulting, and Brokerage Accounts
  • Portfolio Construction, Optimization, Analysis, and Research
  • Equities, Fixed Income, Mutual Funds, ETFs, and SMAs
  • Foreign Exchange, Options, and Derivatives
  • Structured Products
  • Alternative Investments (Hedge Funds, Private Equity, Real Estate, and Hard Assets)

 

Planning:

  • Wealth Preservation and Transfer (Trusts, Estates, and Philanthropy)
  • Retirement and Education
  • Cash Flow and Tax Planning
  • Executive Services (Stock Options, Restricted Stock, 10b5-1 Plans, and Rule 144 Transactions)
  • Hedging and Monetization (Concentrated Equity Positions)
  • Corporate Retirement Service (401k, Pensions, etc.)

 

Banking:

  • Cash and Liquidity Management (Insured Deposits, Money Market Funds, Certificates of Deposit, etc.)
  • Personal and Business Banking (Checking, Savings, etc.)
  • Checks, Credit Cards, and Debit Cards
  • Bill Pay and Banking Personal Assistant
  • Omnichannel Access (Branches, ATMs, Mobile, Online, etc.)

 

Lending:

  • Margin and Non-Purpose Loans
  • Revolving and Term Facilities
  • Standby Letters of Credit (SLOCs)
  • Mortgages and Home Equity Lines of Credit (HELOCs)
  • Complex Loans (Multiple Collateral, Artwork, and Aircraft)

Our process

The MBM Group represents a synthesis of experience and resources that allow us to provide the custom services of a boutique along with the rich capabilities and rare opportunities that a global firm can access.

This is a distinctive combination and such holism delivers powerful synergies, arrived at via an ongoing process of discovering, planning, implementing, and reviewing both problems and solutions that meet our clients’ wants and needs.

 

A Family Office Approach

Our clients are focused on their business and family needs, so we focus on their private wealth needs. Personal finance deserves the same attention as a business, because there are no shortcuts to maximizing wealth or safeguarding a legacy.

In serving our clients’ financial needs, the interaction among investments, planning, banking, and lending can present otherwise unfound strategic opportunities.

Most families have a separate investment manager, planner, and banker operating in silos, but our Group has harnessed a comprehensive suite of value-added resources that we believe differentiate us…

  • Specialists: Our Wealth Management Specialists provide strategic guidance within their highly technical, bespoke sub-domains of the investment, planning, banking, and lending disciplines. 
  • First hand: Rather than working through associates who have been delegated to managing client relationships (a common practice in service professions), our clients benefit from direct access to our most senior principals – Ken Mastrocola, Anthony Bardaro, and Neil Mehra.
  • Continuity: While the financial industry continually changes around us, both our Group and J.P. Morgan have been longstanding, trusted stewards, who have overseen clients’ legacies for generations.
  • Boutique: The J.P. Morgan relationship is distinctive, exclusive, white-glove, and personalized.

 

Hybrid Investment Strategy

Our “hybrid” process for managing client assets is innovative and exhaustive, combining modern quantitative objectivity with time-honored qualitative discretion that together attempt to control for human error, while also guarding against data’s false positives…

  • Quantitative: We start our investment process by using data inputs to objectively identify an optimal allocation (e.g. equities/fixed income/cash) and investment selection (individual stocks/bonds, indices, or specialty assets).
  • Qualitative: Our next step leverages our experience and research from professional analysts, strategists, and economists. Here, we try to test our data’s signals by evaluating them with healthy skepticism ­– attempting to disprove our ideas as a last check en-route to affirming them.
  • Multidisciplinary: Both elements of our process draw on a number of factors, including fundamental and technical analysis, macroeconomics, psychology, history, and, first-and-foremost, clients’ needs and wants.

 

Portfolio Construction

We are benchmark agnostic, providing ‘needs-based’ investment management in which our capabilities allow us to manage toward client goals with highly customized portfolios – not models. Our portfolios’ composition may incorporate the following:

  • Core: Low cost ETF/indices are the strategic foundation of our portfolios.
  • Opportunistic: Investments in individual stocks, bonds, or mutual funds access unique, tactical opportunities.
  • Alternatives: When suitable, opportunities in asset classes like private equity, hedge funds, structures, and derivatives can be deployed to supplement client strategies or hedge specific risks.

Our People

Click a profile to learn more about each member.

 

Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

To learn more about J. P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our  J.P. Morgan Securities LLC Form CRS and  Guide to Investment Services and Brokerage Products.

This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. 

This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (JPMS). When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

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J.P. Morgan Chase Bank N.A., Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.

Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call.  Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.​

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Please read additional Important Information in conjunction with these pages.