J.P. 摩根财富管理’s Colleen O’Callaghan Takes #1 on 《澳博体育app》 2023 Top Women Ranking as Firm Sets New Record of Advisors Recognized

纽约，2023年2月2日 J.P. 摩根财富管理科琳·奥卡拉汉(Colleen O ' callaghan)是该组织的负责人 O 'Callaghan Thomas集团她在这方面名列前茅 《澳博体育app》 2023年美国女性财富顾问排行榜, ranking #1 as the best woman financial advisor in the nation. 48 J.P. 摩根财富管理 advisors were honored as leading women wealth advisors, 创下了公司的新纪录.

“Our advisors continue to reach new heights and I’m grateful to work alongside this talented group of women,克里斯汀·莱姆考说, J首席执行官.P. 摩根财富管理. “Colleen’s outstanding achievement is a result of decades of service to her clients. I couldn’t be prouder to have her and all of these remarkable women at J.P. 摩根.”

《澳博体育app》 精选48 J.P. 摩根 advisors for its Top Women Wealth Advisors Best-in-State 2023 ranking. 6 J.P. 摩根 advisors were named America’s Top Women Wealth Advisors for ranking in the top 100 – all for a second year in a row.

《澳博体育app》 recognized the following advisors as America’s Top Women Wealth Advisors:

• 科琳·奥卡拉汉，财富合伙人-纽约，纽约 全国第一
• 伊莱恩·迈耶斯，财富合伙人-旧金山，加州- 全国排名第十
• 特雷西·格拉克，财富合伙人-洛杉矶，加利福尼亚州 全国排名第26位
• 戴安娜梅纳克，私人客户顾问-迈阿密，佛罗里达州- 在乡下排名第36
• Louise Armour, Wealth Partner – Palm Beach Gardens, FL – 全国第38名
• Liz Weikes，财富合伙人-纽约，纽约 在国内排名第47位

《澳博体育app》 recognized the following advisors as Top Women Wealth Advisors Best-in-State:

• Chitra Arora, Private Client Advisor – Monmouth Junction, NJ
• Sherre Barber，私人客户顾问-达拉斯，德克萨斯州
• Susan Barnett, Private Client Advisor – Mercer Island, WA
• 加利特·本·约瑟夫，财富顾问-纽约，纽约州
• Jeanne Berger，私人客户顾问-纽约，纽约州
• Charlotte Bouche, Private Client Advisor – Brookfield, WI
• 加布里埃尔·布朗，私人客户顾问-纽约，纽约州
• 格温·坎贝尔，财富合伙人-旧金山，加州
• Nancy Contino, Private Client Advisor – East Meadow, NY
• Stephanie Crocker, Private Client Advisor – Evanston, IL
• Ralitsa Delgado, Private Client Advisor – Hastings On Hudson, NY
• 珍妮·埃姆里克，私人客户顾问-芬德利，俄亥俄州
• Kate Evans，私人客户顾问-伊利诺伊州惠顿
• Lisa Forsythe，私人客户顾问-休斯顿，德克萨斯州
• Carrie French，私人客户顾问-伊利诺伊州Hinsdale
• Anna Hovakimyan, Private Client Advisor – Sherman Oaks, CA
• May Khamo，私人客户顾问- Glenview, IL
• Lisa Kielmeyer，私人客户顾问-纽约州伍德伯里
• 布莱克·克莱门特，私人客户顾问-达拉斯，德克萨斯州
• Leslie Little, Private Client Advisor – Scottsdale, AZ
• Jaime Lutz，私人客户顾问-亚利桑那州斯科茨代尔
• 唐娜·林恩，私人客户顾问-俄亥俄州费尔菲尔德
• 玛德琳·米勒，财富顾问-纽约，纽约州
• Irene Morciglio, Private Client Advisor – Valley Stream, NY
• Natalya Muravchik，财富顾问- White Plains, NY
• Joannie Ngo，私人客户顾问-加州圣马力诺
• Natalia Paris，私人客户顾问-佛罗里达州Pinecrest
• Lydia Prokop，私人客户顾问- Harrison, NY
• Ekta Roongta，私人客户顾问-新泽西州米尔本
• 阿维德·萨法伊，财富顾问——纽约州怀特普莱恩斯
• Zeenath Selvakumar, Private Client Advisor – Houston, TX
• Crystal Shi，私人客户顾问-加州圣克拉拉
• 玛丽亚·史密斯，私人客户顾问-丹维尔，CA
• Tiffany Smith, Private Client Advisor – Fort Worth, TX
• Vivian Spyropoulos, Private Client Advisor – Mamaroneck, NY
• Tequilla Swan，私人客户顾问-凤凰城，亚利桑那州
• Anita Testa, Private Client Advisor – Highland Park, IL
• 切丽·特沃尔德，私人客户顾问-利马，俄亥俄州
• Peggy Valencia, Private Client Advisor – Little Neck, NY
• Annemarie von der Goltz, Wealth Advisor – New York, NY
• Christine Weidig，私人客户顾问-俄亥俄州查顿
• Catherine Wong，私人客户顾问-纽约，纽约州

J.P. 摩根财富管理 continues to invest heavily in technology, top talent and resources to offer exceptional support for its advisors and clients. 这些举措包括为J.P. 摩根顾问公司提供个人服务, on-demand assistance to help advisors better serve clients, and the Client Relationship Succession Program which provides advisors a unique opportunity to grow their business while helping tenured advisors build a path toward retirement.

该排名由SHOOK Research编制. 选拔标准包括面试, 行业经验, 合规记录, 产生的收入和管理的资产.

To see the Top 100 list of America’s Top Women Wealth Advisors and information on criteria, visit http://www.《澳博体育app》.com/lists/top-women-advisors/?sh = 51 ce235f2a8f

To see the full list of Top Women Wealth Advisors Best-in-State and information on criteria, visit http://www.Forbes.com/lists/best-in-state-women-advisors/?sh=7930a1911d11

关于J.P. 摩根财富管理
J.P. 摩根财富管理公司是美国最大的财富管理公司.S. 澳博官方网站app的财富管理业务 & Co., a leading global financial services firm with assets of $3.7万亿美元，业务遍及全球. J.P. 摩根财富管理 has more than 5,000 advisors and ~$647 billion of assets under supervision. 客户可以选择他们想投资的方式和地点. 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 more than 4,全美共有700家大通分行.S.，或在我们的30个办事处之一. 有关更多信息，请访问 www.澳博官方网站app.com/wealth 并遵循 @JPMWealth 在推特和 J.P. 摩根财富管理 在LinkedIn.

《澳博体育app》女性财富顾问排行榜(02/01/23). 数据截止到22年9月30日. 评级不能保证未来的成功或结果. Fee paid to rating provider for advertisement materials after rating announced. 方法: 澳博官方网站app.com/award-disclosures

《澳博体育app》/SHOOK 全美最佳女性财富顾问 (02/01/23). 数据截止到22年9月30日. 评级不能保证未来的成功或结果. Fee paid to rating provider for advertisement materials after rating announced. 方法: 澳博官方网站app.com/award-disclosures

J.P. 摩根财富管理 is a business of 澳博官方网站app & Co., which offers investment products and services through J.P. 摩根证券有限责任公司 (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through 追逐 Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as 追逐 Insurance Agency Services, Inc. 在佛罗里达. Certain custody and other services are provided by 澳博官方网站app Bank, N.A. (部门). JPMS, CIA and JPMCB are affiliated companies under the common control of 澳博官方网站app & Co. 产品不在所有州提供.

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