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Tad Waldbauer
My wealth management strategies target personalized needs and are tailored to the individual. 

Tad Waldbauer, CFP®, AIF®

Managing Director

Tad Waldbauer, CFP®, AIF®


212.272.4001

tad.waldbauer@jpmorgan.com

277 Park Avenue
New York, NY 10172

Awards & Recognition

Forbes SR Best In State 2021
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About Tad

Tad Waldbauer is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management. As a partner of the Amato-Waldbauer Group, he leverages his deep entrepreneurial experience to provide advisory guidance that addresses the personal financial complexities of business owners, corporate executive and high-net-worth families. In 2021 and 2020, Tad was recognized as a Forbes Best-In-State Wealth Advisor.1

Tad employs a disciplined process to help grow and preserve significant assets. His wealth management strategies target personalized needs and are tailored to the individual. Tad’s proficiencies extend beyond asset management and he helps organize the important elements of each client’s financial life into a single and integrated plan—corporate retirement approaches, trust & estate strategies, mortgages and lending. He is committed to managing relationships with the utmost trust and integrity.

Prior to his career in wealth planning, Tad ran a multi-generational family business. Under his leadership, the company grew from a local establishment to a distribution and retail powerhouse that employed 200 people in 12 locations. When the business was sold in 1999, Tad segued naturally into wealth management to assist other owners of privately held companies with the full breadth of the financial challenges they face on a daily basis. He joined J.P. Morgan in 2018 to provide the team’s clients with direct access to the global resources of one of the most renowned financial institutions in the world.

Tad attended Boston College, where he earned a B.S. in Finance and Marketing. He is a graduate of the Executive Leadership Program at The Wharton School of the University of Pennsylvania. Tad holds the Certified Financial PlannerTM designation, which empowers him to develop wealth management strategies that target short and long-term goals. Tad also holds the Accredited Investment Fiduciary (AIF) designation, which demonstrates his knowledge of and ability to apply Fiduciary Practices.

Residents of New York and Florida, Tad and his wife of 30 years have three adult children. In his free time, he is a public speaker on topics such as liquidity management and business succession.

Tad’s passion for working with clients is equaled only by his dedication to philanthropic endeavors. He has played an influential role in his community at many organizations close to his heart.

  • Long Island YMCA–Board of Directors
  • Teamsters 239 Welfare and Pension Fund–Trustee
  • Fleet Bank–Board of Advisors
  • Make-A-Wish Foundation of New Jersey–Board of Directors
  • Somerset Hills YMCA–Chairman, Board of Directors
  • Martin County Boys & Girls Club–Board of Trustees
1. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Awards or rankings are not indicative of future success or results.


CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by Certified Financial Planner Board of Standards, Inc.

Fi360 Inc. owns and awards the certification marks “AIF®” and “Accredited Investment Fiduciary®”. Authorized users of the marks have successfully met requirements for initial certification and annual recertification.

 

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