Ria PomeranzRia PomeranzBusiness Management Specialist
About Ria
Ria Pomeranz is a Vice President and Business Management Specialist with J.P. Morgan Wealth Management.
As a member of The Reiser Wealth Management Group, she oversees the coordination of client service and related projects, regulates workflow within the team, and has extensive coverage responsibilities as the main point of contact for key relationships.
Ria works with the Financial Advisors to identify new business opportunities and assists with the onboarding of new clients. Ria graduated from the University of South Florida with a degree in Economics. She began her career in 1998 at T. Rowe Price as a Retirement Specialist.
In 2004, Ria joined The Reiser Wealth Management Group at UBS Financial Services, and worked with them at Smith Barney and Morgan Stanley, before joining J.P. Morgan in 2018. She holds FINRA Series 7 and 66 securities licenses.
Ria resides in Saunderstown, Rhode Island, with her husband and two children.
In her free time, she enjoys traveling with her family, yoga and other outdoor sports.
Insights
Providing for your loved ones during your lifetime
December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Will a shutdown tarnish a banner year for U.S. markets?
December 20, 2024History suggests there will be little impact, but could this time be different?Read Now
December 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts
December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read Now
Incentive stock options and the AMT
December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
Ready to thrive in 2025
December 17, 2024In her end of year note, CEO of J.P. Morgan Wealth Management Kristin Lemkau reflects on markets in 2024 and looks forward to what might unfold in 2025.Read Now
6 practices to help you navigate family dynamics during the holidays
December 16, 2024Cultivate deeper family connections with these six key strategies.Read Now
Fundamental estate planning considerations
December 16, 2024As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read Now
2024’s unanswered questions: 3 things we want to know
December 13, 2024We’re still seeking answers about tariffs, China’s stimulus and more.Read Now
How to prepare your finances for marriage
December 13, 2024As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read NowProviding for your loved ones during your lifetime
December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowWill a shutdown tarnish a banner year for U.S. markets?
December 20, 2024History suggests there will be little impact, but could this time be different?Read NowDecember 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts
December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read NowIncentive stock options and the AMT
December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowReady to thrive in 2025
December 17, 2024In her end of year note, CEO of J.P. Morgan Wealth Management Kristin Lemkau reflects on markets in 2024 and looks forward to what might unfold in 2025.Read Now6 practices to help you navigate family dynamics during the holidays
December 16, 2024Cultivate deeper family connections with these six key strategies.Read NowFundamental estate planning considerations
December 16, 2024As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read Now2024’s unanswered questions: 3 things we want to know
December 13, 2024We’re still seeking answers about tariffs, China’s stimulus and more.Read NowHow to prepare your finances for marriage
December 13, 2024As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read Now