Anna M. OchoaAnna M. OchoaExecutive DirectorWealth Advisor
Awards and Industry Recognition
Barron's
Forbes
About Anna
Anna M. Ochoa is a Wealth Advisor at J.P. Morgan Wealth Management.
As a member of The Meyers Group, Anna plays an important role in assisting ultra-high-net-worth individuals and their families with a range of wealth management needs, including specialized transactions, trading, simple and complex lending and derivatives/ hedging strategies.
Anna's extensive investment banking experience allows her to bring a particular insight to client matters and to deliver a comprehensive suite of bespoke opportunities and scenarios, utilizing the full capabilities of the firm. She forges long-term relationships by understanding clients' objectives and establishing recommendations for achieving those goals. She has broad experience working with company founders and C-suite executives to achieve liquidity, asset diversification and, where needed, focused hedging strategies.
In a career that spanned 25 years at Credit Suisse, Anna has differentiated her services by combining her Wall Street experience in equity derivatives, restricted stock, 10B5-1 plans and managing a lending team focused on ultra-high-net-worth clients with a broad global mandate to meld the personal and professional wealth management needs of the sophisticated clients she serves. She joined J.P. Morgan's New York City office in 2023 to give her clients exposure to the firm's robust product breadth, stability and fortress balance sheet. Interested in supporting the professional journey of others, she has headed training programs for new hires and interns and is an active mentor for junior colleagues.
Anna is a graduate of Dartmouth College and earned her B.A. in Government with a minor in Art History.
Anna splits her time between New York City and Eastern Long Island. In the city, she serves as president of her condominium board and is responsible for its management and finances. As an HGTV devotee, she works on home improvement and organization projects for herself and friends. In addition, Anna enjoys snowboarding, running, fine art and photography.
Insights
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 Now
Protect your passion: Make the most of your car collection
July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read Now
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 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 NowProtect your passion: Make the most of your car collection
July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?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 Now