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
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Should you convert your traditional IRA to a Roth IRA?
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