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 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read NowEye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowInsight 7: Develop a capable and committed rising generation
July 23, 2024Members 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 NowInsight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowThree big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowQuick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowWhat’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowInsight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now