Vanessa AvendanoVanessa AvendanoExecutive Director, Client Specialist
About Vanessa
Vanessa Avendano is an Executive Director and Client Specialist covering New York at J.P. Morgan Wealth Management.
Vanessa works in partnership with J.P. Morgan Wealth Management Advisors to provide comprehensive investment advisory and wealth management services to successful individuals and families. Vanessa offers guidance based on a deep understanding of immediate and long-term needs, helping craft strategies designed to address clients' aspirations and specific challenges. In her role, she engages with each client in a consultative manner, uncovering opportunities to simplify clients' financial lives by strategically aligning J.P. Morgan's vast resources and capabilities.
Bringing nearly 15 years of financial services experience to her role, Vanessa joined J.P. Morgan in 2025. She spent the previous four years as a Private Wealth Advisor at Goldman Sachs, where she provided investment advice and comprehensive wealth management services to ultra-high-net-worth individuals and families. Prior to that role, she was a Senior Enterprise Relationship Manager at Bloomberg LP, where she was responsible for cultivating and developing client relationships with financial institutions and corporations throughout North America. Earlier in her career, Vanessa worked as an Equity Research Analyst at a local brokerage firm in her hometown of Mexico City, covering metal and mining companies operating in Latin America.
Vanessa holds an M.B.A. from Columbia Business School and a B.S in Accounting and Finance from the Instituto Tecnologico Autonomo de Mexico (ITAM). She currently serves as the President of the ITAM Alumni Chapter in NY. Vanessa is also a member of the US Mexico Chamber of Commerce Northeast Regional Chapter (USMCOCNE), and of Beta Gamma Sigma, the international business honor society.
Originally from Mexico City, Vanessa lived in Canada and Brazil before making her home in New York City more than a decade ago. In her free time, Vanessa enjoys reading, exploring New York's restaurant scene with her husband, and traveling the globe with their family. She is fluent in English and Spanish and is conversational in Portuguese.
Insights
Expansion mode: 3 signs of resilience in the US economy
January 9, 2026Despite the risks, we’re seeing favorable conditions for the U.S. economy. Here’s why we’re leaning pro-growth in 2026.Read Now
What to do with your year-end bonus in a changing interest rate environment
January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read Now
Four beneficiaries of wealth
January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read Now
How to include your grandchild in your financial plan
January 5, 2026Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.Read Now
When does it make sense for a trust to own your life insurance policy?
December 24, 2025Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read Now
Selecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read Now
Providing for your loved ones during your lifetime
December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
How to manage financial goals during retirement
December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read Now
Year-end recap: 5 forces beyond AI that moved markets
December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read NowExpansion mode: 3 signs of resilience in the US economy
January 9, 2026Despite the risks, we’re seeing favorable conditions for the U.S. economy. Here’s why we’re leaning pro-growth in 2026.Read NowWhat to do with your year-end bonus in a changing interest rate environment
January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read NowFour beneficiaries of wealth
January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read NowHow to include your grandchild in your financial plan
January 5, 2026Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.Read NowWhen does it make sense for a trust to own your life insurance policy?
December 24, 2025Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read NowSelecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read NowProviding for your loved ones during your lifetime
December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowHow to manage financial goals during retirement
December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read NowYear-end recap: 5 forces beyond AI that moved markets
December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read Now