Lauren Alessi is a Senior Client Associate with J.P. Morgan Wealth Management.
As a member of The McPhee Haggerty Ledoux Longmire Group, Lauren leverages her investment experience to address the sophisticated needs of high-net-worth individuals, corporate executives and business owners. She spearheads account management, overseeing client reporting, cash management, trade settlements, lending, foreign exchange and charitable giving. Lauren also oversees all ERISA accounts for the team. Her deep and broad relationships within various lines of business at J.P. Morgan make her a valuable resource in finding strategies for client needs.
Lauren began her career in finance at Boston Federal Savings Bank and then moved to TD Bank as a product specialist and client representative. She joined a J.P. Morgan predecessor firm in 2006.
A graduate of Salem State University, Lauren received a B.A. in Geography. She holds FINRA Series 7 and 63 securities licenses.