J记录编号.P. 摩根财富管理 Advisors Make 《12bet官方》 Top Women Wealth Advisors Ranking

New York, NY, March 24, 2021 – Twenty nine J.P. 摩根财富管理 advisors have been recognized in 《12bet官方》 Top Women Wealth Advisors 2021 ranking, the most ever.

“I am extremely proud to work with this incredibly accomplished group of advisors,克里斯汀·莱姆考说, J首席执行官.P. 摩根U.S. 财富管理. “These women excel at service and advice to their clients and embody the best of the J.P. 摩根的品牌. Core to our business’ growth strategy is hiring more women and serving more women as clients. These 29 women are leading the way.”

The ranking honored the following top advisors across the country.

• Louise Armour, Wealth Partner – Palm Beach, FL
• Galit Ben-Joseph, Wealth Advisor – New York, NY
• Sarah Damsgaard, Wealth Partner – Chicago, IL
• Tracey Gluck, Wealth Partner – Los Angeles, CA
• Elaine Meyers, Wealth Partner – San Francisco, CA
• Madelyn Miller, Wealth Advisor – New York, NY
• Colleen O'Callaghan, Wealth Partner – New York, NY
• Elizabeth Weikes, Wealth Partner – New York, NY
• Samira Arikat, Private Client Advisor – Scottsdale, AZ
• Chitra Arora, Private Client Advisor – Monmouth Junction, NJ
• Jeanne Berger, Private Client Advisor – New York, NY
• Jeanette Emrick, Private Client Advisor – Findlay, OH
• Carrie French, Private Client Advisor – Hinsdale, IL
• Lisa Forsythe, Private Client Advisor – Houston, TX
• Ami Ibarra, Private Client Advisor – Livermore, CA
• Jaime Lutz, Private Client Advisor – Phoenix, AZ
• Diana Menaker, Private Client Advisor – New York, NY
• Irene Morciglio, Private Client Advisor – Valley Stream, NY
• Michelle Ramos, Private Client Advisor – Livermore, CA
• Ekta Roongta, Private Client Advisor – Millburn, NJ
• Zeenath Selvakumar, Private Client Advisor – Houston, TX
• Crystal Shi, Private Client Advisor – Cupertino, CA
• Maria Smith, Private Client Advisor – Danville, CA
• Vivian Spyropoulos, Private Client Advisor – Mamaroneck, NY
• Tequilla Swan, Private Client Advisor –  Phoenix, AZ
• Anita Testa, Private Client Advisor – Highland Park, IL
• Cherie Turnwald, Private Client Advisor – Lima, OH
• Peggy Valencia, Private Client Advisor – Little Neck, NY
• Catherine Wong, Private Client Advisor – New York, NY

The ranking includes 1,000 advisors and was compiled by SHOOK 研究. The selection criteria includes interviews, 行业经验, 合规记录, revenue produced and assets under management.

关于J.P. 摩根财富管理

J.P. 摩根财富管理 is the U.S. wealth management business of 12bet官方 & Co. (NYSE:JPM), a leading global financial services firm with assets of $3.2 trillion and operations worldwide. J.P. 摩根财富管理 has ~4,000 advisors and ~$580 billion assets under supervision. Customers can choose how and where they want to invest. 他们可以用数字方式来做, 远程, or in person by meeting with an advisor in one of our 3,500 追逐 branches throughout the U.S., or scheduling a meeting with a J.P. 摩根 Advisor in one of our 21 offices. For more information, go to www.jpmorganwealthmanagement.com.

To see the full ranking and information on criteria, visit http://www.Forbes.com/top-women-advisors. 

数据由SHOOK提供^® 研究有限责任公司. 数据截止到20年9月30日

来源: 《12bet官方》.com (2021年3月).  America’s Top Women Advisors ranking was developed by SHOOK 研究 and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, 行业经验, review of best practices and 合规记录, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK 研究有限责任公司 and not indicative of future performance or representative of any one client’s experience.  Neither 《12bet官方》 nor SHOOK 研究 receive compensation in exchange for placement on the ranking. 更多信息: www.SHOOKresearch.com.

媒体联络:
米凯拉尼克尔斯
米凯拉.e.nichols@jpmchase.com