About Lucy

Lucy Roof is a Client Associate at J.P. Morgan Wealth Management.

Lucy provides operational and customer service support for the team's clients. Her responsibilities include preparing financial documents, fund transfers and addressing inquiries. She serves as a dedicated resource for all client concerns.

Lucy graduated from Trinity College with a B.A. in Economics and launched her career at J.P. Morgan in 2024.

A resident of South Boston, Lucy enjoys skiing, cooking, the outdoors and spending time with friends and family.

Insights

Outlook

April 2025 inflation rate lower than expected: What this means for investors

May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
Markets

How to better position portfolios before the hard data changes

May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
Outlook

May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach

May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
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