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

Business

Incentive stock options and the AMT

December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
Outlook

Ready to thrive in 2025

December 17, 2024In her end of year note, CEO of J.P. Morgan Wealth Management Kristin Lemkau reflects on markets in 2024 and looks forward to what might unfold in 2025.Read Now
Wealth Planning

6 practices to help you navigate family dynamics during the holidays

December 16, 2024Cultivate deeper family connections with these six key strategies.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.