About Samantha

Samantha Collazo is a Client Associate at J.P. Morgan Wealth Management.

As a member of The Degenaars Babb Group, Samantha provides administrative and customer service support for high-net-worth individuals and families, successful professionals, endowments and foundations. Her responsibilities include client onboarding, fund transfer, addressing inquiries, monitoring transactions, and ad hoc requests. Samantha serves as a dedicated resource for all client concerns.

Samantha graduated from Florida Gulf Coast University with a B.S. in Marketing. With four years of experience in financial services, she began her career in 2019 at Fiduciary Trust International as an Administrative Assistant. Samantha then moved to First Republic Bank, then J.P. Morgan Wealth Management, where she gained valuable relationship management experience.

Samantha lives in Hoboken, NJ. In her free time, she enjoys spending weekends in the City, trying new restaurants, and spending time with friends and family.

Insights

Markets

What’s driving the rotation into small-cap stocks?

July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
Wealth Planning

Insight 5: Continually evolve and renew the ownership portfolio

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Markets

3 considerations for investing in a bull market

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