Zoe FritschZoe FritschClient Associate
About Zoe
Zoe Fritsch is a Client Associate at J.P. Morgan Wealth Management.
As a member of the Gilman Private Wealth team, Zoe provides account maintenance and customer service support for high-net-worth individuals and families, helping manage the day-to-day operational needs of the team in a steady and dependable manner. Her responsibilities include onboarding procedures, preparing financial documents, IRA distributions and handling ad hoc requests.
Zoe joined J.P. Morgan in 2026. She began her career in 2023 as a Corporate Intern at Silverado Contractors before moving to NKD Advisory and Cazaral, where she gained valuable relationship management experience. A graduate of The University of California, Riverside, Zoe earned a B.A. in Economics.
Originally from Sonoma County, Zoe now resides in Manhattan, where she balances her West Coast roots with the energy of city life. Outside of the office, she enjoys hiking, cooking and playing volleyball.
Insights
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Where to invest cash to boost its yield
June 1, 2026Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read NowMarkets and Economy
If the shock doesn’t stick: Mapping out de-escalation
May 29, 2026Markets remain priced for persistent risk, but if tensions with Iran ease, investors could rotate toward unloved and less-owned sectors and regions.Read NowWealth Planning
What is a living trust?
May 27, 2026You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read NowInvesting
What motivates borrowers to leverage different lines of credit?
May 26, 2026Learn more about what influences borrowers to leverage different portfolio lines of credit, from seasonal themes to personal financial goals.Read NowRetirement
Helping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read NowFamily Legacy
The value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
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