About Amanda

Amanda Ricchiuti is a Relationship Manager at J.P Morgan Wealth Management.

Since joining The Wentzheimer Group in 2013, Amanda has thoughtfully supported the differentiated priorities of the team's clients and the day-to-day needs of its wealth management practice. As a Relationship Manager, she proactively addresses diverse client needs and aims for careful follow-through on any task. Amanda fosters close relationships with clients and wealth managers, and assists with simplifying sophisticated wealth landscapes. She appreciates acting as an administration conduit for clients and team members alike, while seeking ways to elevate operational and service efficiency.

Amanda joined J.P. Morgan in 2023 after serving as a Client Relationship Director at First Republic Investment Management. Earlier, she was a Business Development Associate at Morgan Stanley and a Registered Client Associate at RBC Wealth Management. Across her experiences, Amanda has cultivated a talent for communicating expectations and carefully handling an array of daily needs for diverse clientele. She enjoys using all of her skillset to help improve every element of the wealth management process.

Amanda holds FINRA Series 7 and 66 securities licenses. Further, she earned a B.S. in Interdisciplinary Studies with a concentration in Financial Market Regulation from SUNY Albany.

Insights

Wealth Planning

Providing for your loved ones during your lifetime

December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Outlook

December 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts

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Business

Incentive stock options and the AMT

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