Natalie RupNatalie RupAssociateInvestment Associate
About Natalie
Natalie Rup is an Investment Associate at J.P. Morgan Wealth Management.
Natalie joined the firm in 2023 with her colleagues after spending two years with them at First Republic and three years at Merrill Lynch.
In her wide-ranging role, Natalie provides portfolio analytics, re-balancing and reporting, and handles transactions. She also meets with clients for portfolio reviews.
A graduate of the University of Maryland, Natalie is studying for her Master's in Wealth Management at Columbia University, where she participates in the Women of Wealth Management Group. She is also active in the University of Maryland Alumni Association, playing golf and working out. Natalie makes her home in Mineola, New York, with her husband, Jordan.
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Outlook
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January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowInvesting
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January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read NowWealth Planning
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