Thao AtanasovThao AtanasovSenior Client Associate
About Thao
Thao Atanasov is a Senior Client Associate at J.P. Morgan Wealth Management.
Thao is an integral part of the client experience at the Alta Group, helping high-net-worth individuals and families enjoy greater ease and efficiency in managing their wealth. Her responsibilities include new account onboarding, money movement, account maintenance, client inquiry resolution and training new Associates on the team's processes and systems. In parallel with these efforts, Thao contributes to the team's investment operations, updating investment model spreadsheets to support the portfolio managers in their analysis and execution.
High striving, Thao looks to bring her best efforts to her work. She is skilled in devising creative approaches to the intricacies of substantial wealth, keeping clients closely apprised of her work on their behalf. Clients look to Thao to design a more efficient pathway to their goals, allowing them to gain precious free time and greater confidence in the direction of their finances.
Thao joined J.P. Morgan Wealth Management in 2023, moving with her team. She began her wealth management career in early 2022 at First Republic Private Wealth Management in San Francisco, where she was a Client Service Associate. Thao's experience also includes tenures with B2Lead, where she was a Marketing Operations Associate, and Impact Consulting, where she was a Management Consultant recognized as an "Impact Future Leader"—a distinction conferred on the top five percent of Consultants. A graduate of the University of California, Berkeley, Thao earned her B.S. in Econometrics and Quantitative Economics and also studied Data Science. She holds FINRA Series 7 and 66 securities licenses and has passed the Securities Industry Essentials® (SIE®) Exam. She is fluent in Vietnamese.
Outside the office, Thao serves as a Mentor with SHECAN, a nonprofit organization that sponsors young women from Cambodia, Liberia, and Guatemala and supports them on their path to leadership by facilitating their college experiences in the U.S.
Insights
Private credit: Promising or problematic?
July 18, 2025Though it carries some risk, private credit can deliver strong returns with good management. Here’s where we see potential.Read Now
Don’t sell America – bet on it
July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read Now
The 5 stages of managing a new inheritance
July 17, 2025There are five key stages along the path to successfully managing an inheritance. Read on for tips on navigating each.Read Now
How to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now
June 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now
3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read Now
Think before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read Now
AI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
A half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read NowPrivate credit: Promising or problematic?
July 18, 2025Though it carries some risk, private credit can deliver strong returns with good management. Here’s where we see potential.Read NowDon’t sell America – bet on it
July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read NowThe 5 stages of managing a new inheritance
July 17, 2025There are five key stages along the path to successfully managing an inheritance. Read on for tips on navigating each.Read NowHow to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read NowJune 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read NowThink before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read NowAI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowA half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now