
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

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption
March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
What is the Social Security Fairness Act and how will it impact Social Security benefits?
March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
How to think about market volatility
March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
The 20th century expansion of women in banking
March 26, 2025Banking services for women transformed throughout the 1900s. As banks came to recognize women’s financial power, offerings catering to women rapidly expanded.Read Now
Common financial milestones women experience throughout their lives
March 25, 2025Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now
How to enhance the yield on your excess cash
March 24, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read Now
The potential benefits of alternative investments
March 21, 2025Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read Now
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read Now