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
J.P. Morgan Summer Reading List 2025
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May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read NowHelping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read NowWhat’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowWhat’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowThe value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowFamily wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowHow to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowApril 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowHow to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now