About Ana

Ana Pinel is a Client Associate at J.P. Morgan Wealth Management.

Ana joined the firm in February of 2024 and is the newest member of The McPharlin Cooper Group. She supports the team's mix of high-net-worth clients and business owners.

Ana collaborates closely with the rest of the group to ensure seamless execution of day-to-day operations. She is responsible for onboarding and follow-ups, alternative investment support, client-requested transactions and general inquiries.

In her spare time, Ana loves to play pickleball with friends, participate in her book club, spend time at the lake when weather permits, and try new Chicago restaurants. She graduated from Lake Forest College in 2023 and enjoys being involved in the alumni community.

Insights

Business Planning

Why cash flow forecasting and succession planning matter

April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Wealth Planning

Building tax-efficient equity exposure

April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Markets

Where will tariff rates settle? 3 scenarios explained

April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
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