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

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