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
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