Rachel Colicchio WerdannRachel Colicchio Werdann, CIMA®Senior Client Associate
About Rachel
Rachel Colicchio Werdann is a Senior Client Associate with J.P. Morgan Wealth Management. As a member of the Burns Nevins Wealth Management Group, Rachel assists with portfolio construction, conducting due diligence on investments and trade executions for the teams'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. With 18 years of exprience in financial services, she began her career in 2002 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, 66 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. Rachel played sports through college; is an avid soccer & 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
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
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May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowU.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read NowVacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now