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

Investing

“Buy-borrow-die": The 3-step wealth strategy explained

July 2, 2026The buy-borrow-die approach may help you save on capital gains taxes and preserve wealth for your heirs. Learn about the benefits and risks.Read Now
Markets and Economy

Small-cap success: Why this rally looks different

July 2, 2026Earnings estimates are sharply rising for small caps stocks as a broadening of market gains takes shape.Read Now
Select this article to learn more about our latest insights
Investing

Paying with debt: How to leverage your investments

July 1, 2026Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.