About Tina

Tina Chen is a Client Associate at J.P. Morgan Wealth Management.

Tina joined The Mehta Team in 2024 and has quickly become a dedicated team member who is passionate about providing proactive, caring client service. As such, Tina is often the first friendly voice on the phone supporting our clients. Whether helping to open a new account or providing administrative assistance, she delivers on client advocacy and offers concierge service that is the hallmark of our practice.

Tina believes that deep client relationships inspire excellent customer service, and she appreciates the opportunity make a difference in our clients' lives. She takes the time to know everyone personally and be an ally when they need assistance at any point. Bilingual and a patient communicator, Tina goes above and beyond to assist our clients with information clarity.

Before joining The Mehta Group, Tina served as Staff Accountant with Aduro Advisors where she worked in venture capital accounting. From this experience, she brings a meticulous attention to detail and an ability to create understanding from complexity. She earned her B.S. in Finance at Rutgers University. In her spare time, she enjoys reading and traveling.

Insights

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