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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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 NowAligning your strategy with your goals: The value of wealth planning
September 10, 2026There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read NowA 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 NowKevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
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September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read NowToto, 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 NowNew 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