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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Wealth Planning
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Family Legacy
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Retirement
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Wealth Planning
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When does it make sense for a trust to own your life insurance policy?
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Selecting the right assets to give to charity
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December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read NowWealth Planning
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December 18, 2025Consumer prices rose more slowly than expected in November, bringing annual headline inflation to 2.7%. See how the return of official data impacts your wallet, the Federal Reserve and your portfolio.Read NowMarkets and Economy
US added 64k jobs in November; unemployment rate also increased slightly
December 16, 2025The November jobs report shows 64,000 jobs added, and unemployment ticked up to 4.6%. See what the latest data means for hiring, pay and the Federal Reserve.Read NowFamily Legacy
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