Symphony SantosSymphony SantosBusiness Analyst
About Symphony
Symphony Santos is a Business Analyst on the Outsourced Family Office Team at J.P. Morgan Wealth Management.
Bringing more than a decade of project management experience in the energy industry and the investment banking space to her role, Symphony is focused on client management and business operations for the team. She assists clients, resolves issues and implements procedures to help strengthen relationships between the team and the families they serve. From engaging in day-to-day communications with customers and answering their questions to collecting information for analysis or managing conflicts, Symphony is laser-focused on helping build long-term, trusted relationships with families.
Symphony joined J.P. Morgan Wealth Management in 2023, after holding a Senior Associate role at First Republic since 2022. From 2013 to 2022, she was a Project Manager at Sempra Energy and American Electric Power, managing wind farms around the country, including Apple Blossom, Black Oak Getty, Desert Sky and Trent Mesa, and assisting in the construction of Flat Ridge III Wind. At Sempra Energy, Symphony assisted the Business Development team in the sale of Mobile Gas and Willmut Gas. Earlier, she worked in supporting roles for JMG Capital, American Realty Advisors and Relational Investors.
Symphony attended the University of Hawaii Manoa and West Los Angeles City College, with a major in Political Science.
Insights
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July Jobs report highlights US job growth has slowed significantly; markets react negatively
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July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
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August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read NowInsight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowJuly Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now