About Valerie

Valerie Novakoff is a Wealth Advisor with J.P. Morgan Wealth Management.

As a member of the Graff Grossman Group, Valerie is responsible for outreach and engagement with high-net-worth individuals, families, and institutional investors. Leveraging the team's vast knowledge, she helps to deliver financial strategies to clients including strategic asset allocations, sophisticated trading ideas, wealth planning, and residential loans.

Valerie received her B.A. from New York University in 2014 and began her career as a Finance Assistant for the Broadway musical Wicked. In subsequent years, she worked in many Tony Award-winning Broadway producing offices. Eventually realizing her passion for wealth management, Valerie accepted a role in financial services at Francis Financial, where she built a reputation for attention to detail and delivering results. She was an inaugural New England Impact Investing Initiative Fellow, specializing in gender lens investing. She joined J.P. Morgan in 2021 and consistently provides outstanding service.

Valerie grew up in South Florida attending the prestigious Pine Crest School and moved to New York City in 2011. Valerie is a passionate member of the arts community and the founder of Broadway's first impact investment fund, the Broadway Women's Fund. She is proud to be the third generation of her family to work in the financial industry. In her spare time, Valerie enjoys dining at New York City's best Italian restaurants with her partner Matt.

Insights

Investing

Could inflation finally be peaking?

May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
Wealth Planning

For you, is it a "great resignation" or just a "great reset"?

May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Taxes

Tax alpha: 3 steps to take today to improve your portfolio’s tax health

May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
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(212) 272-6541valerie.novakoff@jpmorgan.com