
Isadora GrossmanIsadora GrossmanVice President, Head of Growth and Strategic Initiatives, Banking
About Isadora
Isadora Grossman is a Vice President and the Head of Growth and Strategic Initiatives for the Banking group at J.P. Morgan Wealth Management.
Isadora leverages nearly a decade of experience in financial services to identify and execute opportunities to create scalable growth across banking products. Her strengths include project management, product and program innovation and relationship development.
Prior to joining J.P. Morgan, Isadora spent over two years with First Republic Bank, supporting their Private Wealth Management Banking team through strategic growth operations, product enhancements and data analysis. Earlier, she served as an Associate Wealth Manager and Operations Manager at Northwestern Mutual. She began her career at US Bank.
Isadora graduated from Truman University with a B.A. in Romance Languages and a B.S. in Psychology. She holds FINRA Series 6, 7, 9, 10 and 63 securities licenses.
Insights

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May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Financial considerations for multigenerational households
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The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
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May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
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