Charlotte DeMartiniCharlotte DeMartiniClient Associate
About Charlotte
Charlotte DeMartini is a Client Associate at J.P. Morgan Wealth Management.
As a member of The Akselrad Gupta Group, Charlotte provides customer service and operational support for high-net-worth individuals and families. Her responsibilities include onboarding clients, wire transfers, executing trades and ad hoc requests. She works diligently to deliver an excellent customer experience. Charlotte graduated from the University of Miami Herbert Business School with a B.A. in Finance, Marketing and Math. With four years of experience in financial services, she began her career in 2021 at Goldman Sachs as a Financial Analyst in Private Wealth. She then moved to J.P. Morgan Wealth Management where she acquired skills to carefully address individual client needs.
Charlotte lives in Brickell, and in her free time enjoys horseback riding and spending time with friends and family.
Insights
Wealth Planning
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Outlook
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Wealth Planning
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September 15, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read NowWealth Planning
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