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纽约,2024年2月8日——创纪录的80 J.P. Morgan Wealth Management advisors were recognized by Forbes 作为国内最顶尖的女性理财顾问,其中有两位, Colleen O’Callaghan and Elaine Meyers, ranked among the ten best in the country. O’Callaghan, who leads The O’Callaghan Thomas Group她连续第二年蝉联冠军.

共有8位顾问获得了认可 Forbes list ranked in the top 100 positions, 让她们登上了著名的美国顶级女性财富顾问排行榜.

“The exceptional women at J.P. 摩根继续提高整个行业的标准,”J.P. Morgan Wealth Management. 科琳再次赢得了美国最佳女性财务顾问的称号. 伊莱恩今年又稳居前十. 能与他们以及这群杰出的顾问一起工作是我的荣幸.”

Forbes 将以下顾问评为2024年美国最佳女性财富顾问:

  •  Colleen O'Callaghan – New York, NY – #1 in the country
  • Elaine Meyers – San Francisco, CA – #6 in the country
  • Catherine Evans – San Francisco, CA – #22 in the country
  • Tracey Gluck – Los Angeles, CA – #33 in the country
  • Louise Armour – Palm Beach Gardens, FL – #36 in the country
  • Diana Menaker – Miami, FL – #40 in the country
  • Maureen Raihle -棕榈滩花园,佛罗里达州 #65 in the country
  • Liz Weikes – New York, NY – #70 in the country

 

Forbes 将以下顾问评为2024年全美最佳女性财富顾问:

  • Leslie Adams – Elizabethtown, KY
  • Emil Anderson – Seattle, WA
  • Teresa Appell – Louisville, KY
  • Chitra Arora – Monmouth Junction, NJ
  • Jennifer Ayers – Plainfield, IN
  • Sherre Barber – Dallas, TX
  • Susan Barnett – Mercer Island, WA
  • Galit Ben-Joseph – New York, NY
  • Jeanne Berger – New York, NY
  • Charlotte Bouche – Brookfield, WI
  • Peggy Bowers – The Woodlands, TX
  • Barbara Bruser – Los Angeles, CA
  • Mary Byers – Gahanna, OH
  • Sheri Ann Chang Yamaguchi – Honolulu, HI
  • Debbie Cohen – Phoenix, AZ
  • Nancy Contino – East Meadow, NY
  • Stephanie Crocker – Evanston, IL
  • Kristen Curtis – San Francisco, CA
  • Rebecca Decesaro – Portland, OR
  • Ralitsa Delgado – Hastings On Hudson, NY
  • Janie Emrick – Findlay, OH
  • Ashley Evans – San Francisco, CA
  • Kate Evans – Wheaton, IL
  • Karen Feinblatt – Wheaton, IL
  • Maureen Flanagan – Newport Beach, CA
  • Hannah Forney – Portland, OR
  • Lisa Forsythe – Houston, TX
  • Carrie French – Hinsdale, IL
  • Meghan Haggerty – Boston, MA
  • Anna Hovakimyan – Sherman Oaks, CA
  • Ami Ibarra – Dublin, CA
  • Lisa Jaboro – Bloomfield Hills, MI
  • Kit Jackson – New York, NY
  • Maria Katsougrakis – Ardsley, NY
  • May Khamo – Glenview, IL
  • Lisa Kielmeyer – Woodbury, NY
  • Blake Klement – Dallas, TX
  • Leslie Little – Scottsdale, AZ
  • Jaime Lutz – Scottsdale, AZ
  • Donna Lynn – Cincinnati, OH
  • Jennifer Mayer – New York, NY
  • Maureen McNally – New York, NY
  • Radhika Mehta – New York, NY
  • Madelyn Miller – New York, NY
  • Irene Morciglio – Valley Stream, NY
  • Melody Mossayi – Calabasas, CA
  • Natalya Muravchik – White Plains, NY
  • Joannie Ngo – San Marino, CA
  • Anjanette Nickoloff – Brighton, MI
  • Natalia Paris – Pinecrest, FL
  • Michelle Piper – Livermore, CA
  • Christy Pizani – Covington, LA
  • Lydia Prokop – Harrison, NY
  • Ekta Roongta – Millburn, NJ
  • Theresa Rutledge – Palo Alto, CA
  • Zeenath Selvakumar – Houston, TX
  • Crystal Shi – Santa Clara, CA
  • Katrina Shkolnik – Brooklyn, NY
  • Tiffany Smith – Fort Worth, TX
  • Maria Smith – Danville, CA
  • Vivian Spyropoulos – Mamaroneck, NY
  • Tequilla Swan – Scottsdale, AZ
  • Linda Takach – Skokie, IL
  • Anita Testa – Highland Park, IL
  • Winnie  To – Bellevue, WA
  • Christina Auriemma Totaro – New York, NY
  • Cherie Turnwald – Lima, OH
  • Peggy Valencia – Little Neck, NY
  • Annemarie von der Goltz – New York, NY
  • Christine Weidig – Chardon, OH
  • Catherine Wong – New York, NY
  • Shirley Yao – Houston, TX

J.P. 摩根财富管理公司继续在科技领域大举投资, 顶尖的人才和资源为其顾问和客户提供卓越的支持. 这些举措包括为J.P. Morgan Advisors which offers personal, 按需协助,帮助顾问更好地为客户服务, 以及客户关系继任计划,该计划为顾问提供了发展业务的独特机会,同时帮助终身顾问建立退休之路.

JPMorgan Chase & Co. 去年收购了第一共和,将其财富管理业务交由J.P. Morgan Wealth Management.

该排名由SHOOK Research编制. 选拔标准包括面试, industry experience, compliance records, 产生的收入和管理的资产.

要查看美国100位顶级女性财富顾问名单和标准信息,请访问 http://www.forbes.com/lists/top-women-advisors/?sh=1430312d2a8f

要查看“最佳女性财富顾问”的完整名单和标准信息,请访问 http://www.forbes.com/lists/best-in-state-women-advisors/?sh=4c603da71d11

About J.P. Morgan Wealth Management
J.P. Morgan Wealth Management is the U.S. 澳博官方网站app的财富管理业务 & Co.是一家全球领先的金融服务公司,资产为3亿美元.9 trillion and operations worldwide. J.P. 摩根财富管理公司拥有约5400名顾问,管理着9000多亿美元的资产. 客户可以选择他们想投资的方式和地点. They can do it digitally, remotely, 或者亲自与我们的4个以上的顾问见面,700 Chase branches throughout the U.S., or in one of our offices. For more information, go to www.jpmorgan.com/wealth and follow J.P. Morgan Wealth Management on LinkedIn.

《澳博官方网站app》/《澳博体育app》年度女性财富顾问排行榜(24/08/24), data as of 09/30/23); (02/01/23, data as of 09/30/22). 评级不能保证未来的成功或结果. 在评级公布后支付给评级提供商的广告材料费用. Methodology here: jpmorgan.com/award-disclosures           

《澳博官方网站app》/《澳博体育app》全美最佳女性财富顾问榜(02/08/24), data as of 09/30/23); (02/01/23, data as of 09/30/22). 评级不能保证未来的成功或结果. 在评级公布后支付给评级提供商的广告材料费用. Methodology here: jpmorgan.com/award-disclosures

LEARN MORE 澳博官方网站app公司和finra brokercheck的投资专业人士.

INVESTMENT AND INSURANCE PRODUCTS ARE:

  • NOT FDIC INSURED
  • 没有任何联邦政府机构的保险
  • 不是澳博官方网站app银行的存款或其他义务,也不是由澳博官方网站app银行担保的.A. OR ANY OF ITS AFFILIATES
  • 投资有风险,包括可能损失投资本金


J.P. 摩根财富管理是澳博官方网站app的一项业务 & Co.该公司提供投资产品和服务 J.P. Morgan Securities LLC (JPMS)是一家注册经纪交易商和投资顾问公司,是美国金融业监管局和SIPC的成员. 某些咨询产品可通过J.P. 摩根私人财富顾问有限责任公司(JPMPWA),注册投资顾问. 包括托管在内的信托和信托服务是通过澳博官方网站app银行提供的.A (JPMCB) and affiliated trust companies. 保险产品通过大通保险代理公司提供. (CIA)是一家持牌保险代理公司,业务名称为大通保险代理服务公司. in Florida. JPMS、CIA、JPMPWA和JPMCB是澳博官方网站app共同控制下的附属公司 & Co.

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Media Contact
Jami Tanner
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