About Stephania

Stephania Frech is a Senior Client Assoicate at J.P. Morgan Wealth Management.

Steph provides account maintenance and reporting support for high-net-worth individuals. Her responsibilities include preparing financial documents, coordinating the operational aspects of the team, and ad hoc requests. She serves as a dedicated resource for all client concerns.

Steph graduated from Emmanuel College with a B.A. in Economics. With seven years of experience in financial services, she began her carrer in 2019 at Chase Bank as a bank teller.

Outside of work, Steph enjoys reading books, exploring the city and trying new restaurants.

Insights

Markets

Threading the needle: Where markets may be mispricing trade risk

April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read Now
Business Planning

Why cash flow forecasting and succession planning matter

April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Wealth Planning

Building tax-efficient equity exposure

April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
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