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

How to better position portfolios before the hard data changes

May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
Outlook

May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach

May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Wealth Planning

You’ve decided to share your wealth with family. Now what?

May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
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