Richelle CamiloRichelle CamiloSenior Client Associate
About Richelle
Richelle Camilo is a Senior Client Associate at J.P. Morgan Wealth Management.
As a member of The Mastrocola Bardaro & Mehra Group, she provides top-tier operational support for high-net-worth and ultra-high-net-worth clientele. Richelle's responsibilities include new client on-boarding, relationship management and execution of alternative investment and structured product trades. She works closely with clients' attorneys to implement estate plans and provides timely white-glove service to all current and prospective clients.
Richelle graduated from Worcester State University with a B.S. in Economics. With 11 years of experience in financial services, she began her career in 2013 at Saint Gobain Abrasives as a customer programs representative on their finance team. Richelle then moved to Bank of New York Mellon as an Investment Accountant, followed by eight years at Merrill Lynch as a Registered Wealth Management Client Associate.
Insights
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January 13, 2025You 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 NowInvesting
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January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read NowWealth Planning
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