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.
Wealth Planning
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
Retirement
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Markets
What’s on the horizon for the new House reconciliation bill?
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Family Legacy
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
Family Legacy
Family wealth services: Building in a more holistic approach to wealth management
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Family Legacy
How to successfully gift to heirs
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Outlook
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
Markets
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read NowWealth Planning
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read NowRetirement
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read NowMarkets
What’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowMarkets
What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowFamily Legacy
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowFamily Legacy
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowFamily Legacy
How to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowOutlook
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowMarkets