Allison AngellAllison AngellClient Associate
About Allison
Allison Angell is a Client Associate at J.P. Morgan Wealth Management.
As a member of The Alta Group, Allison provides excellent service and operational support for high-net-worth individuals, families and institutions. Her responsibilities include preparing financial documents, monitoring transactions and maintaining account records. She serves as a dedicated resource for all client concerns.
Allison graduated with honors from the University of California, Santa Barbara (UCSB) with a B.A. in Economics and minors in History and History of Art and Architecture. As an undergraduate, she studied abroad at the University of Oxford. In her senior year, driven by her passion for art, she interned at the Museum of Contemporary Art in Santa Barbara where she learned the importance of attention to detail and client service.
Allison began her career in 2024 at J.P. Morgan Wealth Management as a Client Associate where is excited to acquire skills to carefully address individual client needs.
During her free time, Allison enjoys spending time outdoors, playing pickleball, exploring new places and volunteering in her local community. When she is not in Santa Barbara, you can often find her visiting family in Los Angeles.
Insights
Building a better banking relationship: Q&A with Angelena Mascilli
February 26, 2026You can deepen your relationship with your bank and streamline your wealth management when you opt to bank, invest and plan under the one financial firm.Read Now
Driving value: Lending strategies for auto collectors
February 23, 2026Financing for iconic automobiles can turn your passion into a powerful financial tool. Read more about lending strategies and how you can leverage them for success.Read Now
What are the tax changes for 2026?
February 23, 2026There are many tax code changes on the horizon that are the result of the One Big Beautiful Bill Act. Become familiar with what they are as you optimize your 2026 financial plan.Read Now
What are Employee Stock Ownership Plans (ESOPs)?
February 23, 2026An Employee Stock Ownership Plan (ESOP) is a qualified retirement plan that provides employees with ownership interest in the company. Read more here.Read Now
Navigating uncertainty: A path for business owners
February 23, 2026With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Why AI might strain the economy before it booms
February 20, 2026Artificial intelligence (AI) could suppress demand before productivity gains are felt as adoption spreads, prompting widespread job displacement.Read Now
The case against gold and why it’s wrong
February 13, 2026Delve into the factors driving gold's rally and the risks that could undermine its performance.Read Now
January jobs report shows 130,000 new jobs, slightly lower unemployment: What it signals for 2026
February 12, 2026The January jobs report offers an early read on the 2026 labor market. Learn what the latest employment data may signal for growth, inflation and interest rates.Read Now
What you need to know about the affordability debate
February 11, 2026Why does weak consumer sentiment diverge from market optimism – and what might policymakers do about it? Read our Global Investment Strategy team’s full report.Read NowBuilding a better banking relationship: Q&A with Angelena Mascilli
February 26, 2026You can deepen your relationship with your bank and streamline your wealth management when you opt to bank, invest and plan under the one financial firm.Read NowDriving value: Lending strategies for auto collectors
February 23, 2026Financing for iconic automobiles can turn your passion into a powerful financial tool. Read more about lending strategies and how you can leverage them for success.Read NowWhat are the tax changes for 2026?
February 23, 2026There are many tax code changes on the horizon that are the result of the One Big Beautiful Bill Act. Become familiar with what they are as you optimize your 2026 financial plan.Read NowWhat are Employee Stock Ownership Plans (ESOPs)?
February 23, 2026An Employee Stock Ownership Plan (ESOP) is a qualified retirement plan that provides employees with ownership interest in the company. Read more here.Read NowNavigating uncertainty: A path for business owners
February 23, 2026With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read NowWhy AI might strain the economy before it booms
February 20, 2026Artificial intelligence (AI) could suppress demand before productivity gains are felt as adoption spreads, prompting widespread job displacement.Read NowThe case against gold and why it’s wrong
February 13, 2026Delve into the factors driving gold's rally and the risks that could undermine its performance.Read NowJanuary jobs report shows 130,000 new jobs, slightly lower unemployment: What it signals for 2026
February 12, 2026The January jobs report offers an early read on the 2026 labor market. Learn what the latest employment data may signal for growth, inflation and interest rates.Read NowWhat you need to know about the affordability debate
February 11, 2026Why does weak consumer sentiment diverge from market optimism – and what might policymakers do about it? Read our Global Investment Strategy team’s full report.Read Now