Cynthia CougouleCynthia Cougoule, CRPC®Relationship Manager
About Cynthia
Cynthia Cougoule is a Relationship Manager at J.P. Morgan Wealth Management.
Cynthia is the primary point of contact for client relationships within The Rutledge Custodio Team, addressing each person's needs with warmth, thoroughness and a genuine desire to make clients' lives easier. With more than two decades of experience in private wealth management, Cynthia understands the priorities of an accomplished clientele. She is skilled in listening attentively and facilitating timely responses to client inquiries, following consistent processes so that clients can enjoy the immediacy and attentiveness they deserve.
Clients look to Cynthia for a range of needs. She is adept in new account onboarding, money movement, account inquiries, team operations and special projects. Whatever the need, Cynthia does her best to identify the resources that clients require, following through with diligence and resolve. Cynthia relates that she strives to treat each client like her own family members, often becoming a trusted member of a client's inner circle. That comfort, she notes, is one of the most precious aspects of each relationship—an honor she works hard to uphold.
Prior to moving to J.P. Morgan Wealth Management with her team in 2023, Cynthia was a Client Relationship Director with First Republic Private Wealth Management. Her experience also includes 17 years with Merrill, most recently as a Private Wealth Relationship Manager within Merrill Private Wealth Management.
Cynthia earned her B.A. from the University of California, Berkeley. She holds the Chartered Retirement Planning CounselorSM designation and is a Notary Public for the state of California.
Cynthia is an instrument rated pilot, nurturing a love of flying that she shares with her son. She flies pets for various rescue organizations in California and also fosters rescue animals in her home.
Cynthia and her husband live in the South Bay Area and have three children.
Insights
Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read NowWhy cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowBuilding tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read NowWhere will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read NowDebunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read NowWhen disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowBuilding up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowU.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read NowPlanning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now