Stephania FrenchStephania FrenchSenior Client Associate
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 and Economy
4 trends we’re watching in the artificial intelligence investing space
September 26, 2025Given AI’s importance to the recent equity rally and its growing impact on the broader economy, it’s fair to wonder: Is the hype for real?Read Now
Business Planning
Considerations for owning a cash-only business
September 25, 2025Cash-only business such as laundromats and carwashes can be lucrative opportunities for investors. Here’s what to know about running one.Read Now
Markets and Economy
After the rate cut: Investing beyond U.S. markets
September 19, 2025This rate cut – during a slowdown, not a slump – may support global risk assets. Here are the regions we’re focusing on.Read Now
Markets and Economy
September 2025 Fed meeting: Interest rates slashed by 25 basis points, signaling policy shift
September 18, 2025After much anticipation, the Federal Reserve cut rates by 25 basis points in September, marking a policy shift. What could this mean for economic policy going forward?Read Now
Family Legacy
Are you maximizing your charitable giving?
September 18, 2025If you are planning on donating to charity this year, be sure to consider these best practices and helpful tips to help you maximize your impact.Read Now
Wealth Planning
New York estate planning
September 17, 2025When putting together an estate plan or any financial plan, you and your attorney should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York State.Read Now
Business Planning
Business succession planning: Valuing your business
September 16, 2025Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
Wealth Planning
“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
September 16, 2025“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read Now
Wealth Planning
Aligning your strategy with your goals: The value of wealth planning
September 15, 2025There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read NowMarkets and Economy
4 trends we’re watching in the artificial intelligence investing space
September 26, 2025Given AI’s importance to the recent equity rally and its growing impact on the broader economy, it’s fair to wonder: Is the hype for real?Read NowBusiness Planning
Considerations for owning a cash-only business
September 25, 2025Cash-only business such as laundromats and carwashes can be lucrative opportunities for investors. Here’s what to know about running one.Read NowMarkets and Economy
After the rate cut: Investing beyond U.S. markets
September 19, 2025This rate cut – during a slowdown, not a slump – may support global risk assets. Here are the regions we’re focusing on.Read NowMarkets and Economy
September 2025 Fed meeting: Interest rates slashed by 25 basis points, signaling policy shift
September 18, 2025After much anticipation, the Federal Reserve cut rates by 25 basis points in September, marking a policy shift. What could this mean for economic policy going forward?Read NowFamily Legacy
Are you maximizing your charitable giving?
September 18, 2025If you are planning on donating to charity this year, be sure to consider these best practices and helpful tips to help you maximize your impact.Read NowWealth Planning
New York estate planning
September 17, 2025When putting together an estate plan or any financial plan, you and your attorney should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York State.Read NowBusiness Planning
Business succession planning: Valuing your business
September 16, 2025Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read NowWealth Planning
“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
September 16, 2025“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read NowWealth Planning
Aligning your strategy with your goals: The value of wealth planning
September 15, 2025There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read Now
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