Rachel Colicchio WerdannRachel Colicchio Werdann, CIMA®Investment Associate
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
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
Paying with debt: How to leverage your investments
June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
When it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read Now
Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now5 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 NowPaying with debt: How to leverage your investments
June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read NowThinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read NowHow to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read NowIs deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read NowYour guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read NowWhen is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read NowWhen it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read NowMiddle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now