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
Investing
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What to do with your year-end bonus in a changing interest rate environment
January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read NowWealth Planning
Four beneficiaries of wealth
January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read NowWealth Planning
How to include your grandchild in your financial plan
January 5, 2026Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.Read NowWealth Planning
When does it make sense for a trust to own your life insurance policy?
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Selecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read NowRetirement
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December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read NowWealth Planning
Providing for your loved ones during your lifetime
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December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read NowMarkets and Economy
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