Meet our team of experienced wealth planners, investment advisors, and financial strategists, dedicated to crafting personalized strategies and delivering exceptional service to help you achieve your financial goals.
Peter Sacripanti is the Chairman of A&M Private Wealth Partners. He leads a diverse team of wealth planners, tax professionals, investors, economists, traders, and trustees. Together, they deliver bespoke, integrated solutions tailored to the unique needs of Ultra-High-Net-Worth (UHNW) individuals and their families, ensuring comprehensive wealth planning and protection.
Peter's philosophy centers on the belief that no two clients should ever receive the same strategy. Drawing on his extensive experience—highlighted by his role as Chairman of McDermott Will & Emery and advisory positions with Fortune 50 companies like Exxon, Honeywell, and Apple—he guides a team that crafts highly customized, forward-thinking solutions. Under his leadership, every aspect of wealth management, from tax optimization to estate planning and complex investment strategies, is meticulously aligned with each client’s specific goals.
At the helm of this multidisciplinary team, Peter offers UHNW individuals and families more than just advisory services; he provides a fully orchestrated approach to managing, preserving, and growing wealth. Whether navigating generational asset transfers, market volatility, or emerging investment opportunities, Peter and his team deliver innovative, coordinated strategies that adapt to the ever-changing financial landscape.
Peter holds a bachelor’s degree in finance, summa cum laude, from Fordham University and a J.D. from Pace University. He serves on the Board of Advisors of Columbia University’s Medical Center and is a Trustee Fellow at Fordham University.
Joseph Berardino is a Managing Director at A&M Private Wealth Partners (AMPWP). He leverages decades of executive leadership and board service experience to provide exceptional wealth management solutions for ultra-high-net-worth (UHNW) clients. Renowned for his ability to navigate complex financial landscapes, Joe delivers strategic insights that empower clients to make informed decisions and achieve their financial aspirations.
Joe’s wealth management philosophy emphasizes personalized, client-focused strategies that prioritize long-term goals and financial security. He advocates for a holistic approach that encompasses investment management, tax optimization, and estate planning, ensuring that every facet of a client’s financial landscape aligns with their unique objectives.
Drawing on nearly 17 years at Alvarez & Marsal Holdings, Joe collaborates with AMPWP client teams to leverage the expertise of Alvarez and Marsal’s 10,000 professional consultants worldwide. This partnership enables AMPWP clients to safeguard and enhance the value of their legacies through operational and strategic insights.
Before joining A&MH and AMPWP, Joe served as an Audit Partner at Arthur Andersen, dedicating over 30 years to various client-serving and global leadership roles, including CEO of Andersen Worldwide. His comprehensive knowledge of financial principles and market dynamics equips him to effectively address the challenges and opportunities faced by high-net-worth clients.
Joe earned a bachelor’s degree in accounting from Fairfield University. He has served on numerous boards of directors, including privately owned Neuberger Berman and various nonprofit organizations. Notably, he was a Trustee of Fairfield University for 18 years, where he chaired the Finance Committee and Endowment. An accomplished speaker, Joseph has lectured extensively to UHNW and corporate leaders.
Michael Calkin serves as the Practice Lead at A&M Private Wealth Partners, where he guides a team of wealth planners, tax specialists, investors, economists, traders, and trustees. As a collective, they create customized, comprehensive solutions designed to meet the distinctive needs of Ultra-High-Net-Worth (UHNW) individuals and their families, focusing on effective wealth planning and asset fortification.
Michael believes that the wealth management experience should be rooted in his clients’ needs, always prioritizing their prosperity and how to realize their objectives. He began his career in investment analysis and portfolio management, starting as an equity research analyst before being promoted to Portfolio Manager for the Dividends Plus and Large Cap Core equity strategies at ASB Capital Management in Washington, D.C. He subsequently co-founded Washington Growth Strategies, a multi-family office, where he served as Managing Partner, leading investment strategy and operations.
Michael spent the last six years as a Senior Private Banker at JP Morgan and Citi, advising some of the wealthiest families in the Private Bank on a range of topics, including investments, lending, wealth planning, investment banking, and family governance. In his leadership role at A&M Private Wealth Partner, Michael provides UHNW clients with more than just advisory services; he offers a fully integrated methodology to managing, protecting, and proliferating his clients’ wealth. Whether navigating generational asset transfers, market volatility, or emerging investment opportunities, Michael and his team provide innovative, coordinated strategies that adapt to the constantly evolving financial landscape.
Michael holds a bachelor’s degree from Miami University (Ohio), where he was awarded a Division I golf scholarship, and an MBA from George Washington University. He has served on the boards of three private financial technology companies, has been a guest lecturer at Georgetown University, and is an Associate Founder of the West Palm Beach Golf Park 501(c)(3).
Jonathan Fitzgerald directs the Wealth Planning division at A&M Private Wealth Partners, where he heads a specialized team focused on tailored wealth management and financial planning for ultra-high-net-worth (UHNW) individuals, families, business owners, entrepreneurs, and foundations. His expertise includes estate and trust planning, transfer tax strategies, business succession, insurance and investment management, legacy creation, and philanthropic initiatives.
Jonathan collaborates closely with clients and their advisors to create personalized estate, trust, and financial strategies that address immediate needs and long-term goals. He is passionate about empowering his team, clients, and colleagues by guiding them through his legal, tax, and wealth planning expertise.
Before joining AMPWP, Jonathan served as the Head of Domestic Wealth Planning for North America at Citi Private Bank, overseeing the development and implantation of comprehensive wealth management strategies. Prior to Citi, he was a National Director in the Emerald Family Office at Wilmington Trust, where he managed the business owner advisory practice and the estate settlement team.
Earlier in his career, Jonathan worked in a private legal practice, advising UHNW clients on estate and federal taxation planning. He began his career at PricewaterhouseCoopers LLP in New York City, where he spent nearly four years on a financial statement audit team for Fortune 100 companies, providing analytical insights to partners and senior management to identify key risk areas.
Jonathan holds a JD from the University of Florida Levin College of Law and a bachelor's degree in accounting from the University of Notre Dame. He is a member of the American Institute of Certified Public Accountants, the Florida Institute of Certified Public Accountants, and the Florida Bar, where he is active in the Tax Law and Real Property and Probate Law sections.
Takuya Kisaka is a Managing Director and Head of the Fixed Income Division at AMPWP. As a seasoned portfolio manager with over 25 years of experience, he brings proven leadership and an institutional approach to the largely retail-driven municipal bond market. Recognized for his active management style, Takuya focuses on maximizing total returns while effectively mitigating risk in client portfolios. His leadership of global portfolio teams gives him a unique, broad perspective, enabling precise navigation of international markets. This global insight allows him to identify cross-border opportunities and craft optimized strategies for his clients.
Takuya’s extensive expertise in fixed income empowers him to rise above short-term market volatility and maintain a disciplined commitment to long-term value creation. His investment philosophy centers on a total-return strategy, leveraging the full capabilities of his credit research and trading teams to seize growth opportunities and drive consistent portfolio performance. Under his leadership, teams of portfolio managers, credit analysts, and traders implemented strategies across taxable fixed income, U.S. municipal bonds, preferred securities, and cash management. His clients have included corporations, endowments, and ultra-high-net-worth (UHNW) individuals and families.
His global perspective was shaped during his tenure as Global Head of Fixed Income for Citi Investment Management, where he led teams in Stamford, London, and Hong Kong. During this period, he oversaw $24 billion in assets, directing both trade initiatives and the creation of advanced fixed income strategies. His leadership spanned all areas of portfolio management, from risk optimization to strategic implementation across global financial hubs.
At Citi, Takuya also served as Senior Portfolio Manager for U.S. municipal bond portfolios, managing intermediate-duration strategies, and leading his team’s efforts in setting duration and credit strategies for clients across the U.S. Before joining Citi, he held key roles at Wilmington Trust, overseeing municipal bond portfolios for East Coast clients, and began his career at Vanguard as a trader on the tax-exempt money market desk.
Takuya holds a Bachelor of Science in Business Administration with concentrations in Finance and International Management from Boston University. His deep knowledge and institutional experience make him a trusted partner in delivering tailored fixed income solutions.
Mike Murgio is Managing Director and Chief Investment Officer at A&M Private Wealth Partners (AMPWP), bringing over 25 years of experience in investment management. He believes conventional private wealth firms often fall short in addressing the intricate financial needs of multi-generational ultra-high net worth (UHNW) families. As head of AMPWP's investment strategy, Mike provides direction on investment philosophy and policy to both advisors and clients, focusing on creating tailored strategies that resonate with the specific requirements of the families under the firm's care.
For the past 10 years, Mike was Chief Investment Officer of Greenway Wealth Management, a single-family office, where he refined his approach to delivering high-conviction, impactful strategies for UHNW clients. Prior to Greenway, Mike spent 13 years in various investment roles, including Deputy CIO of GenSpring Family Offices, a prominent multi-family office that grew to over $20 billion in assets and was rated by Forbes, Investment News, and Financial Planning Magazine as one of the top Registered Investment Advisories in the country during his time there. In addition to chairing the firm’s Investment Committee, Mike managed the firm’s registered multi strategy fund, Multi Manager Portfolio, LLC, and was instrumental in all aspects of the investment process, including portfolio construction, asset allocation, and manager selection.
A magna cum laude graduate of Florida State University with a degree in finance, Mike holds both the Chartered Financial Analyst (CFA®) and Chartered Alternative Investment Analyst (CAIA) designations. He is an active member of the CFA Society of South Florida and serves on the board of Take Stock in Children of Palm Beach, underscoring his commitment to community service. He resides in North Palm Beach with his wife and three children.
Elizabeth “Beth” King leads the Trust, Estate and Philanthropic Advisory division at A&M Private Wealth Partners, guiding individuals, families, business owners, family offices, and foundations in achieving their trust, estate, and philanthropic goals. She oversees the administration of various trust structures and advises trustees and fiduciaries on governance, succession planning, and next-generation education.
Beth partners closely with clients to deeply understand their values, priorities, and key concerns. Leveraging these insights, she collaborates with legal and tax advisors to craft comprehensive strategies that reflect her clients' intentions. Beth also assists families in developing communication plans, educational programs for future generations, and structured family meetings. Throughout her career, Beth has served on numerous foundation and trust boards.
Prior to joining AMPWP, Beth was a Principal at Brown Brothers Harriman, where she served as President of their Delaware Trust Company, working with domestic and international Private Banking clients on all facets of trust and foundation planning and administration. Before BBH, she was President of J.P. Morgan’s Delaware Trust Company and previously served as Fiduciary Counsel at Northern Trust in Wilmington, Delaware. Earlier in her career, Beth practiced at a boutique trusts and estates law firm, taught law at Hofstra University School of Law and Campbell University School of Law, and clerked for the Honorable Jane R. Roth on the Third Circuit Court of Appeals.
Beth is a Fellow of the American College of Trust and Estate Counsel and an active member of the Delaware Bar. She serves on the Trust Act Committee of the Delaware Bar’s Estates & Trusts Section, contributing to legislative updates to Delaware’s trust law. Beth holds a degree from the University of Delaware and earned her J.D. from Delaware Law School, graduating summa cum laude and first in her class. Additionally, she received her LL.M. from Columbia University Law School.
John Ralls is a Managing Director with A&M Private Wealth Partners in Atlanta, GA. As a founding partner, he serves as a Wealth Advisor to ultra-high-net-worth (UNHW) families and family offices, delivering bespoke strategies designed to meet their distinct financial needs. In this role, John leverages over 25 years of experience in financial services and investment management, serving as a trusted resource for individuals, families, their family offices, and the professionals who support them.
John believes that family offices can significantly enhance their value by outsourcing key operational functions. This approach enables UHNW families to focus on their core objectives while achieving greater efficiencies through partnerships with specialized firms. By working closely with clients, John helps them navigate complex financial landscapes and build robust investment teams and reporting infrastructures.
Before joining A&M Private Wealth Partners, John was a Managing Director in the Private Wealth Management group at William Blair, where he honed his skills in client relationship management and investment strategy. He also held a leadership role in business development for the Family Office Services group at Fidelity Investments and has previous experience with Payden & Rygel and Montag Wealth in Atlanta.
John earned a bachelor's degree in business administration from The University of Richmond. He is a past board chair of the Bobby Dodd Institute and remains an active board member. Additionally, he is a former board member of the Georgia Community Trust.
Peter Aloisi is a fixed income portfolio manager at A&M Private Wealth Partners (AMPWP), where he focuses on tax-advantaged intermediate and short-duration strategies tailored to the unique needs of ultra-high-net-worth clients. Throughout his career, he has enhanced client value by identifying optimal risk-reward opportunities within the municipal bond landscape, leveraging market dislocations across various cycles.
Peter emphasizes convexity in his management approach—an essential principle in the municipal bond market that mitigates volatility and large duration fluctuations in the portfolios he oversees. He evaluates value through five critical factors in the municipal bond space: coupon and call structure, sector, yield curve, individual issuers, and credit quality. He employs deep research and precise execution across these factors as consistent methods to generate alpha—returns that exceed those of benchmarks and peer groups—rather than relying solely on duration positioning, which is influenced by interest rate movements.
Before joining AMPWP, Peter made significant strides as a fixed income portfolio manager at Citi Investment Management. In this role, he managed intermediate duration strategies for clients across the New York Metro region and other key Central markets, including Denver and Houston. He played a pivotal role in the marketing, launch, and management of the platform’s new Municipal Ladder Strategy, which rapidly grew to $500 million in assets under management within its inaugural year.
Peter’s experience includes a notable tenure at DWS, the asset management arm of Deutsche Bank, where he dedicated over a decade from 2010 to 2021. There, he managed more than $2 billion in assets across a diverse range of mutual funds, including the DWS New York Tax-Free Fund, the Municipal Income Trust Closed-End Fund, the Short-Term Municipal Bond Fund, and the DWS Intermediate Tax-Free Fund. Prior to his specialization in fixed income portfolio management, Peter honed his expertise as an institutional equity sales trader at Banc of America Securities.
His comprehensive background in finance enables him to provide nuanced insights and tailored strategies that meet the sophisticated needs of families looking to preserve and grow their wealth. Peter earned both a Bachelor of Arts and a Master of Business Administration from Boston College. He also holds the Chartered Financial Analyst® designation.
Abdulla Begai is a Director and Head of Fixed Income Trading at A&M Private Wealth Partners (AMPWP). He brings deep expertise in financial analysis, risk management, and portfolio construction, combining rigorous analytical skills with intuitive market insight to deliver consistent, risk-adjusted returns. Abdulla specializes in structuring tax-advantaged municipal bond portfolios, blending internal credit analysis with broader market dynamics.
Abdulla’s investment philosophy is rooted in identifying value through a combination of bottom-up credit analysis and a strong grasp of the macroeconomic factors that drive municipal bond performance. He excels at recognizing market inefficiencies and capitalizing on dislocations where solid credit fundamentals meet strategic yield curve positioning. His long-standing Broker/Dealer relationships enhance his ability to seize opportunities, ensure optimal execution, and navigate market fluctuations.
With over 15 years of experience in the municipal bond market, Abdulla sees himself as more than just a trader—he is an investor focused on the broader picture. He prioritizes strategic, long-term investment theses while remaining agile enough to act on tactical opportunities as they arise. Abdulla emphasizes the importance of thoughtful sector and issuer diversification, as well as precise yield curve management, to maximize risk-adjusted returns for his clients.
Before joining AMPWP, Abdulla was the Head of Fixed Income Trading at Citi Investment Management, the discretionary investment arm of Citi Private Bank. In this role, he led a team responsible for executing trades on behalf of $24 billion in assets under management as well as the development and implementation of fixed income strategies. His leadership encompassed all aspects of portfolio management, including identifying market opportunities, optimizing risk exposure, and ensuring best execution practices.
Abdulla holds a Bachelor of Business Administration in Finance and a Master of Business Administration in Financial Management from Iona University. He is also a Chartered Financial Analyst® (CFA®), underscoring his commitment to the highest standards of ethics and professional excellence in investment management.
Brian Oard is a Managing Director and Partner at A&M Private Wealth Partners (AMPWP), where he heads the firm’s West Coast operations. With more than 31 years of experience, Brian empowers ultra-high-net-worth families and individuals to build, protect, and transfer wealth through sophisticated, tax-efficient strategies. His blend of expertise and relationship-focused service ensures that every solution aligns with each client’s unique financial objectives.
As a Personal CFO, Brian takes a holistic approach, managing his clients’ wealth as if it were a business. He develops executive roadmaps and assembles Boards of Advisors for his clients, fostering collaboration among financial professionals to eliminate silos and align all stakeholders toward forward-looking strategies. His offerings include tax-efficient planning, estate structuring, liquidity management, and legacy preservation. Through proactive communication and personalized service, Brian supports clients with clarity and confidence at every stage of their financial journey.
Brian has held leadership roles at premier financial institutions. He spent nearly seven years at Wilmington Trust, serving as the Western Region President and Senior Managing Director. Prior to that, he worked at Northern Trust as a Senior Wealth Strategist and at BNY Mellon Wealth Management as a Senior Director. He is a Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Accredited Estate Planner (AEP), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC). He is also licensed in Life, Property, and Casualty insurance, further broadening his expertise.
As an adjunct professor at Cal Lutheran University, Brian remains engaged with industry developments, continuously sharpening his expertise. He holds a Bachelor of Arts in History from the University of California, Davis. Brian actively supports the West Coast Gala for the Marine Corps Scholarship Foundation and is a member of the Jonathan Club. While serving as a Marine Corps Infantry Officer, he received the Combat Action Ribbon and the Navy Commendation Medal with Valor for his distinguished service to our country.
Janis Bernard is the Chief of Staff and Director of Operations at A&M Private Wealth Partners (AMPWP), where she plays a key role in the firm’s strategic and operational efforts. With more than two decades of industry experience, Janis has built a reputation for her ability to streamline processes, boost efficiency, and cultivate strong relationships with ultra-high-net-worth clients and key stakeholders.
In her current position, Janis works closely with AMPWP’s investment leaders to ensure the smooth execution of strategic initiatives. She oversees a wide range of operational functions, including the coordination of investment strategies and maintaining the firm’s critical relationships with external vendors, institutional partners, and custodial accounts. Janis also leads efforts to uphold the integrity of fund data on the AMPWP platform, while driving improvements in account management, reporting accuracy, and data reconciliation.
Prior to joining AMPWP, Janis spent seven years at Greenway Wealth Management LLC, a distinguished single-family office in Palm Beach Gardens, Florida. As Operations Manager, she oversaw the financial and investment functions of the family office, managed relationships with key vendors, and directed the family foundation’s charitable giving program. Her role required a high level of coordination and accountability as she acted as a primary liaison between the family and external partners.
Earlier in her career, Janis spent 12 years at GenSpring Family Office LLC as a Research Associate, where she developed her expertise in fund administration and operational management. Before that, she worked at SunTrust (now Truist) for nine years as a Trust Representative in Fort Lauderdale, Florida.
Janis holds a Bachelor of Science in accounting, graduating cum laude from the University of Phoenix.
Chris Cocozza is a Director at A&M Private Wealth Partners (AMPWP). As a founding member of the firm, he is committed to driving business development and cultivating meaningful relationships with clients. Chris believes that a successful advisory practice is built on trust and open communication, enabling him to understand the unique challenges and aspirations of each client.
Chris’s consultative approach emphasizes customized financial solutions that align with clients’ specific goals and circumstances. Leveraging the extensive resources at AMPWP, Chris is well-equipped to guide clients through complex financial decisions, ensuring they have a comprehensive wealth management strategy.
With nearly eight years of experience at Legg Mason Global Asset Management (acquired by Franklin Templeton), Chris developed his expertise in asset allocation and investment solutions, serving a diverse clientele that included advisors, registered investment advisors (RIAs), and family offices. His role involved not only providing strategic investment guidance but also building lasting partnerships that empower clients to achieve their financial objectives. For the past five years, Chris worked at Interactive Brokers, where he delivered custody and prime brokerage services tailored to hedge funds, family offices, and RIAs. This multifaceted experience has equipped him with a nuanced understanding of the financial landscape and the diverse needs of ultra-high-net-worth individuals.
Chris graduated from St. Joseph’s University in Philadelphia in 2007 with a bachelor’s degree in finance. He is also a Certified Investment Management Analyst® (CIMA®), a designation administered by the Investments and Wealth Institute. This certification underscores his commitment to ongoing education and excellence in wealth management, allowing him to provide clients with informed, strategic advice that adapts to the ever-evolving financial environment.
Patrick Farrah is a Director with Alvarez & Marsal Private Wealth Partners, serving as the Senior Wealth Planner. He specializes in helping clients navigate complex estate planning and tax challenges. Patrick delivers comprehensive analysis and tailored advice to address sophisticated issues related to estate and tax planning, retirement, and business succession.
Patrick’s client-centric approach begins with an in-depth discovery process, ensuring a thorough understanding of each client’s unique circumstances and objectives. Using this information, he provides candid and actionable recommendations specifically designed to meet the individual challenges of each client. Patrick and his team engage in continuous monitoring of their strategies, allowing for thoughtful adjustments based on client feedback. This approach fosters a sustained and collaborative dialogue, ensuring that each client’s unique needs are met with precision and care.
With nearly 15 years of experience serving high and ultra-high net worth individuals as well as multi-generational families, Patrick focuses exclusively on estate and tax planning, the administration of estates and trusts, and philanthropy. Before joining AMPWP, he practiced law in Florida, specializing in estate planning and trust administration. He also held the position of Senior Fiduciary Advisor and Trust Officer at Wilmington Trust, N.A.
Patrick earned his Juris Doctor, cum laude, from the University of Florida’s Levin College of Law and a Master of Laws in Taxation, magna cum laude, from the University of Alabama School of Law. He holds a bachelor’s degree, magna cum laude, from Southern Methodist University. Additionally, Patrick is a former chairman of the board for Childcare Resources of Indian River and the Cultural Council of Indian River County.
Larry Hilzenrath is the Chief Strategist and Director of Research at A&M Private Wealth Partners (AMPWP), where he oversees the research process, shapes the economic outlook, makes asset allocation recommendations, and conducts manager due diligence. His expertise encompasses global macroeconomics, asset allocation, and portfolio management. Larry has a robust background in trading public equities, bonds, currencies, and derivatives, as well as in analyzing and allocating investments in private equity, venture capital, hedge funds, and real estate.
Larry’s research philosophy emphasizes a pragmatic approach to investment strategy. He acknowledges that while economic data provides valuable insights, the unpredictable nature of markets means that price action often reflects reality more accurately than forecasts. He advocates for a balanced perspective that respects both market signals and economic indicators, prioritizing long-term wealth growth over the futile quest for precise predictions.
Before joining AMPWP, he served as Chief Investment Strategist at Greenway Wealth Management, LLC, where he developed models to assess economic growth, inflation, and market risk—insights that continue to inform his asset allocation strategies. Previously, he was the Chief Investment Officer at Palm Equity, LLC, a single-family office in West Palm Beach, Florida, where he oversaw all investment strategies and allocations. Earlier in his career, Larry was the Director of Research and Director of Macroeconomic Research at GenSpring Family Offices in Palm Beach Gardens, Florida, where he conducted research on economic trends, asset allocation, and manager due diligence for a multi-family office.
In 2001, Larry earned a Master of Business Administration (MBA) from Emory University, specializing in Finance and Capital Markets, where he refined his skills in financial analysis and strategic investment planning. He also holds a Doctor of Medicine in Dentistry (DMD) from Harvard University, awarded in 1999. Additionally, he earned a bachelor’s degree from Brandies University in 1993, establishing a strong foundation in analytical thinking and problem-solving.
Matt King is the Director of Wealth Planning Analytics at A&M Private Wealth Partners (AMPWP), where he leads the development, modeling, and presentation of sophisticated financial plans and wealth transfer strategies. In this role, Matt crafts customized wealth management solutions and financial roadmaps for ultra-high-net-worth (UHNW) individuals, families, and business owners.
Matt’s collaborative approach involves working closely with a network of professionals and family advisors to conduct thorough assessments of clients' financial situations, ultimately designing tailored plans that empower them to achieve their personal and financial aspirations. Before joining AMPWP, he served as a Senior Wealth Specialist at Citi Private Bank. In this capacity, he provided high-level advisory services to UHNW families and family office clients, specializing in intricate estate, tax, and financial planning strategies.
With a career spanning over 25 years in the financial services industry, Matt brings extensive experience across multiple sectors, including banking, credit products, investment management, and wealth transfer planning. He began his career at Ernst & Young, LLP, where he consulted with municipal debt issuers, laying a solid foundation for his diverse expertise. Throughout his career, he has excelled in various roles, including credit analyst, private banker, wealth advisor, and financial planner, demonstrating a remarkable adaptability to the evolving landscape of financial services.
Matt holds a bachelor’s degree in finance, graduating with honors from the University of Florida, a Certificate in Financial Planning from Florida State University, and became a CERTIFIED FINANCIAL PLANNER™ in 2004. Actively engaged in his community, Matt is a past president of the Martin County Estate Planning Council and previously served as treasurer of the Florida Oceanographic Society, Inc. His dedication to philanthropy is evident in his involvement with several charitable organizations, including the Hibiscus Children's Center Foundation—where he contributed as a member of both the endowment and finance committees—and the Arts Foundation for Martin County.
Jude Scaglione is the Director and Head of Municipal Credit Research at A&M Private Wealth Partners (AMPWP). With a results-oriented mindset and a strong quantitative focus, Jude leverages his extensive expertise to identify and capitalize on relative value investment opportunities, develop robust credit risk strategies, and conduct thorough evaluations within the fixed income landscape.
Jude’s research approach emphasizes comprehensive analysis that explores the intricate details and primary drivers within specific sectors. He examines both qualitative and quantitative factors to construct proprietary models that support fundamental credit recommendations for individual securities. By considering downside risk, upside potential, and overall relative value, Jude equips clients with the insights they need to make informed investment decisions.
Before joining AMPWP, Jude served as a Senior Vice President at Citi Investment Management, where he covered both investment-grade and high-yield municipal and corporate sectors. His career in public finance began at JPMorgan Securities, where he honed his analytical skills and industry knowledge. Additionally, Jude's early experiences as a legislative aide at the New Jersey State Assembly and a congressional intern in the U.S. House of Representatives provided him with invaluable insights into the intersection of finance and public policy.
Jude holds a bachelor’s degree in political science from Montclair State University and is a former fellow of the Advanced Study Program at the Massachusetts Institute of Technology, which deepened his expertise in quantitative analysis and research methodologies. He is also the former president of the Boston Municipal Analyst Forum, a local affiliate of the National Federation of Municipal Analysts. Currently, he holds FINRA Series 7 and 66 (63 & 65) licenses.
David Upton serves as an investment associate and acting Chief of Staff for Michael Calkin, the Practice Lead at A&M Private Wealth Partners (AMPWP). As a founding team member, David is instrumental in shaping the firm’s wealth planning services, business development strategies, and addressing the unique client needs of ultra-high-net-worth clients.
With four years of experience in wealth management, David has established a strong foundation in serving ultra-high-net-worth clients, delivering tailored investment strategies, and providing exceptional client relationship management. Before joining AMPWP, he gained valuable experience at Curi RMB Capital, where he held a similar position at a registered investment advisory firm, successfully implementing best practices that he now brings to AMPWP.
David holds a bachelor’s degree in finance from the Kelley School of Business at Indiana University. His passion for golf and commitment to community service is evident in his active involvement with initiatives like the First Tee Program for the Boys and Girls Club. David exemplifies the core values of AMPWP, consistently demonstrating integrity, dedication, and a focus on creating a positive impact in both his professional endeavors and community involvement.
Eduardo Villa is the Director and Senior Investment Strategist at A&M Private Wealth Partners (AMPWP), where he designs portfolios for ultra-high-net-worth individuals and families. His expertise includes portfolio optimization, manager research and due diligence across alternative and long-only strategies, and the development of innovative tools to enhance investment decision-making.
Eduardo’s investment methodology integrates rigorous manager selection with advanced analytical tools, crafting tailored solutions that yield dynamic strategies rooted in strong fundamentals that are responsive to evolving market conditions. He leverages extensive experience in manager research, portfolio construction, and investment strategy development to identify and evaluate top-performing managers, create sophisticated portfolio strategies, and develop analytical tools that optimize investment processes.
Before joining AMPWP, Eduardo served as Director of Investments at Greenway Wealth Management, a single-family office in Jupiter, FL. There, he collaborated with the Chief Investment Officer to develop strategies tailored to the family’s diverse objectives, focusing on optimizing capital and liquidity budgets while conducting due diligence on both alternative and long-only strategies. Earlier, as a Senior Investment Analyst at GenSpring Family Offices, Eduardo sourced, analyzed, and evaluated hedge fund managers, overseeing over $500 million in client assets across GenSpring and SunTrust Bank.
At W.E. Family Offices, Eduardo served as, Partner - Investment Research, leading the firm’s due diligence efforts for onshore and offshore clients. He began his career as a Project Coordinator at International Management Assessors, conducting reliability and performance studies across industries such as textiles, healthcare, and commodities. He later worked as a Broker at Ultrabursatiles S.A. in Bogotá, Colombia, managing portfolios of stocks, mutual funds, currencies, and fixed income instruments for institutional and retail clients.
Eduardo earned a Bachelor of Science in Industrial Engineering from the University of Los Andes, majoring in Operations and minoring in Business Administration. He is proficient in English and Spanish and holds certifications as a Chartered Financial Analyst (CFA®) and Chartered Alternative Investment Analyst (CAIA).
