Juana Diez De OnateJuana Diez De OnateInvestment Specialist
About Juana
Juana Diez de Onate is an Investment Specialist at J.P. Morgan Wealth Management, covering the Northeast and Southeast regions.
Juana works closely with a diverse team of strategists, asset class leaders and product professionals across the firm and other third parties to bring the vast investable universe of J.P. Morgan into digestible strategies for clients. She plays an integral role in the construction and allocation of client portfolios, helping Advisors implement various products that align with their clients' individual needs and goals.
Juana joined J.P. Morgan in 2022 after serving on the Investment Solutions team at Wells Fargo. There, she directly supported investment professionals by providing client portfolio reviews and specialized investment guidance. Notably, she provided Environmental, Social and Governance (ESG) education and portfolio consultations, helping Advisors build portfolios that reflected their clients' values.
A graduate of the University of Michigan's College of Engineering, Juana earned a B.S. in Environmental Engineering with a focus on Sustainable Engineering.
Originally from Argentina, Juana is fluent in Spanish. Outside of work, she enjoys traveling to Florida to visit family, sitting on the beach, and reading a good book.
Insights
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