
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

5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read Now
A historical look at the giving season
September 9, 2026The end of the year, also called giving season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Kevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read Now
Using donor-advised funds to create college scholarships
September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read Now
Business succession planning: Valuing your business
September 8, 2026Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
Toto, I don’t think it’s the Fed anymore
September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read Now
US-Canada trade escalation: Why autos and oil matter more than today’s tariffs
September 2, 2026U.S.–Canada tariffs may have limited near-term economic impacts, but a further shift in policy – especially in autos or energy – could complicate the inflation and growth outlook.Read Now
New York estate tax planning considerations
September 2, 2026When creating an estate plan, you and your tax and legal advisors should consider state laws as well as federal rules. Here are key items for people with New York State ties.Read Now
Should you convert your traditional IRA to a Roth IRA?
September 1, 2026Converting from a traditional IRA to a Roth IRA is a significant decision that requires careful planning. Here are some things to consider.Read Now
5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read Now
A historical look at the giving season
September 9, 2026The end of the year, also called giving season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Kevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read Now
Using donor-advised funds to create college scholarships
September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read Now
Business succession planning: Valuing your business
September 8, 2026Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
Toto, I don’t think it’s the Fed anymore
September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read Now
US-Canada trade escalation: Why autos and oil matter more than today’s tariffs
September 2, 2026U.S.–Canada tariffs may have limited near-term economic impacts, but a further shift in policy – especially in autos or energy – could complicate the inflation and growth outlook.Read Now
New York estate tax planning considerations
September 2, 2026When creating an estate plan, you and your tax and legal advisors should consider state laws as well as federal rules. Here are key items for people with New York State ties.Read Now
Should you convert your traditional IRA to a Roth IRA?
September 1, 2026Converting from a traditional IRA to a Roth IRA is a significant decision that requires careful planning. Here are some things to consider.Read Now
