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.

Retirement

Retirement planning: Contribution limits for 2026

December 10, 2025The IRS released new limits for retirement contributions for 2026. How might this impact your plans? We break it down.Read Now
Family Legacy

Your values and hopes: What your loved ones really need to know

December 10, 2025Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read Now
Wealth Planning

Maximizing your 2025 year-end philanthropy under the One Big Beautiful Bill

December 9, 2025As the “season of giving” approaches, learn how new tax rules could impact your charitable giving and some ideas about your charitable giving and tax efficiency.Read Now