Lauren DeGenaroLauren DeGenaroClient Associate
About Lauren
Lauren DeGenaro is a Client Associate at J.P. Morgan Wealth Management.
Lauren has been an essential part of The Wentzheimer Group since 2019, and her mission is to provide the deepest level of personal service and steadfast dedication to every individual. She closely and promptly engages with clients while assisting and streamlining their ongoing administrative needs. Whether forging personal relationships with an entire family or supporting the team's operational duties, Lauren remains focused and disciplined. She stays ahead of family office-style requests and appreciates when she can support someone's wealth management by positively impacting their financial journey.
Lauren joined J.P. Morgan Wealth Management in 2023. Previously, she served as a Senior Client Service Associate with First Republic Investment Management and a Registered Associate at Morgan Stanley. Lauren holds FINRA Series 6, 7, 63 and 66 securities licenses. She earned a B.A. in Economics from Rutgers University.
Insights
Wealth Planning
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September 17, 2024We’ve collected top actions donors are taking.Read Now
Markets
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Wealth Planning
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Outlook
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Wealth Planning
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Wealth Planning
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Outlook
August 2024 Jobs Report: 142,000 jobs added, an acceleration from July
September 9, 2024U.S. job growth accelerated in August, solidifying the case for a September interest rate cut from the Federal Reserve.Read Now
Markets
A tale of two markets: Divergence amid the post–Labor Day sell-off
September 6, 2024This week, AI underperformed while fixed income shined. Here's our take on a week of volatile market moves.Read NowWealth Planning
Three ways you can amplify your impact as a donor
September 17, 2024We’ve collected top actions donors are taking.Read NowMarkets
How did the markets respond to the U.S. Presidential debate?
September 13, 2024We examine shifts in U.S. election odds and financial markets after the first Trump–Harris meeting.Read NowWealth Planning
Retirement and estate planning for unmarried couples
September 12, 2024Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read NowBusiness
Business succession planning: Valuing your business
September 12, 2024Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read NowOutlook
August 2024 CPI Report: Inflation cooled, edging closer to the Fed's target
September 12, 2024The August 2024 CPI report moderated to 2.5% year-over-year, cementing the likelihood that the Fed will begin cutting rates next week.Read NowWealth Planning
The duties of a trustee
September 11, 2024There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read NowWealth Planning
Protecting estate plans from hostile family members may be advisable
September 11, 2024LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read NowOutlook
August 2024 Jobs Report: 142,000 jobs added, an acceleration from July
September 9, 2024U.S. job growth accelerated in August, solidifying the case for a September interest rate cut from the Federal Reserve.Read NowMarkets
A tale of two markets: Divergence amid the post–Labor Day sell-off
September 6, 2024This week, AI underperformed while fixed income shined. Here's our take on a week of volatile market moves.Read Now
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