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.
Insights
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Act now to lower your tax bill
February 24, 2025While taxes are inevitable, the amount you owe may not be. Here are 13 tax-planning moves to consider that could help you handle your 2024 U.S. taxes and prepare for a changing landscape in 2025.Read NowRetirement
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February 24, 2025Maybe you’re retiring, or you’ve found another job, or perhaps you’ve become unable to work or are simply taking some time off; whatever your situation, it’s important to decide what to do with your old 401(k).Read NowMarkets
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