About Rachel

Rachel Colicchio Werdann is a Senior Client Associate at J.P. Morgan Wealth Management.

Rachel is a member of the group's investment team and assists with portfolio construction, investment due diligence and trade executions for the team's managed portfolios. Her deep skillset also includes key disciplines such as risk management, relationship development and market intelligence.

Rachel graduated cum laude from Providence College with a B.S. degree in Finance and received an M.S. in Consumer Sciences (Family Financial Planning & Counseling concentration) from the University of Alabama. With over 20 years of experience in financial services, she began her career at Caxton Associates and Deutsche Bank before spending 13 years at Moore Capital Management, where she built a reputation for trading expertise, investment analysis and risk & performance assessment.

She holds FINRA Series 7 and 66 securities licenses and obtained the Certified Investment Management Analyst® certification, administered by the Investment & Wealth Institute and taught in conjunction with The Yale University School of Management.

Rachel joined J.P. Morgan in 2020, soon after re-locating from New Jersey to Jupiter, Florida where she lives with her husband and three sons. She played sports through college and is an avid soccer and basketball fan who also enjoys outdoor activities, reading, and cheering on her boys.

Investments & Wealth InstituteTM (The Institute) is the owner of the certification mark "CIMA®", "Certified Investment Management Analyst®". Use of CIMA®, certified Investment Management Analyst®, signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirement for investment management professionals and/or wealth advisors.

Insights

Markets

A half-year roundup: 50 events shaping 2025 so far

July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now
Family Legacy

Protect your passion: Make the most of your car collection

July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read Now
Markets

5 things working in markets today

June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.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 financial goals.