About Natalie

Natalie Rup is an Associate and Relationship Manager 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

Select this article to learn more about our latest insights
Family Legacy

Insight 3: The culture shift from paternalism to partnership

July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
Family Legacy

Insight 4: Initiate interdependent ‘pillars’ separating family and business governance

July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
Markets and Economy

AI use is exploding. So are the bills.

July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your wealth goals.