
Angie PasaAngie PasaClient Associate
About Angie
Angie Pasa is a Client Associate at J.P. Morgan Wealth Management.
Angie works closely with clients, helping them streamline and simplify multiple facets of their wealth, so that they can enjoy more time for the people and pursuits they value. Within the team, Angie has a number of responsibilities, including new account onboarding, money movement, account administration, client inquiry resolution, team communications and meeting preparation.
Clients look to Angie as a warm and welcoming presence who is eager to help them gain greater ease in the management of their financial affairs. Angie, in turn, is gratified to support clients by resolving questions and providing timely and attentive service. A skilled problemsolver, she loves "marking things done," overseeing tasks from beginning to end.
Prior to moving to J.P. Morgan Wealth Management with her team in 2023, Angie was a Client Service Associate with First Republic Private Wealth Management. Earlier, she spent more than 12 years with Wells Fargo Private Bank, where she was a Wealth Advisor Client Associate. She earned her B.A. in Communications from Seton Hall University.
Angie and her husband, Robert, have three children—two daughters and a son. In her free time, she is very active with her church, where she serves on the Finance Committee and is past president of its Youth Folklore Group. A dedicated volunteer within the Croatian-American community, Angie serves on the board of the Croatian Radio Club New York.
Insights

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Shock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read Now
December 2025 Fed meeting recap: Interest rates cut once more, but risks remain on the path to future policy
December 11, 2025The Federal Reserve cut interest rates in December for a third consecutive time. Here’s what the decision, market reaction and updated outlook could mean for investors in 2026.Read Now
Planning for separation or divorce
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Your values and hopes: What your loved ones really need to know
December 10, 2025Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read Now
Retirement planning: Contribution limits for 2026
December 10, 2025The IRS released new limits for retirement contributions for 2026. How might this impact your plans? We break it down.Read Now
Maximizing your 2025 year-end philanthropy under the One Big Beautiful Bill
December 9, 2025As the “season of giving” approaches, learn how new tax rules could impact your charitable giving and some ideas about your charitable giving and tax efficiency.Read Now
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Incentive stock options and the AMT
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New Year, new perspective (on your financial future)
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