Valentina PetrovaValentina PetrovaVice PresidentRelationship Manager
About Valentina
Valentina Petrova is a Vice President and Relationship Manager at J.P. Morgan Wealth Management.
As a member of The Hodgson Coyle Group, she provides operational and administrative support for the team's valuable mix of clients. Valentina's responsibilities include onboarding procedures, fund transfer, coordinating the operational aspects of the team and ad hoc requests. She has a reputation for managing day-today activities in a steady and experienced manner.
Valentina graduated from Baruch College with a B.B.A. in Finance. With six years of experience in financial services, she began her career in 2018 at J.P. Morgan as a Client Onboarding Associate. She then moved to an Advisor Transitions Management role within J.P. Morgan Advisors, where she acquired skills to carefully address individual clients' needs.
Valentina lives in Rockaway Beach, NY, with her partner Brian and their adorable rescue pup, Mac. Outside of work, Valentina loves traveling, surfing and cooking.
Markets and Economy
Fiscal fireworks: How debt is rewriting the rules for the US and Japan
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Markets and Economy
Fed leaves rates unchanged to start 2026: Is a cut coming in March?
January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read Now
Investing
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Markets and Economy
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Cybersecurity
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Retirement
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Wealth Planning
New 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
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Family Legacy
Family governance: A new way for adult siblings to connect
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Retirement
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Fiscal fireworks: How debt is rewriting the rules for the US and Japan
January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read NowMarkets and Economy
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January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read NowInvesting
The new frontier: 3 themes driving alternatives in 2026
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January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read NowRetirement
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January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowWealth Planning
New 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read NowFamily Legacy
Family governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read NowRetirement