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Wealth PartnersNatalya Muravchik
Awards and Industry Recognition
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Forbes
Welcome
Natalya Muravchik is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.
She offers high-net-worth individuals and families sophisticated strategies for portfolio management, tax minimization, retirement, estate planning, and cash and liquidity management.
Natalya is also a Portfolio Manager in the J.P. Morgan Wealth Management Portfolio Manager Program. She is one of a select group of advisors who undergo a screening process to manage discretionary client portfolios. As such, she is subject to ongoing quantitative and qualitative reviews assessing her investment strategy.
In 2003, Natalya began her career at BlackRock, negotiating contracts for Swaps, Repos and Futures before transitioning over to the Wealth Management Group. There, she worked closely with the wealthiest families in the U.S., as well as their foundations and endowments, to help manage their investments. After six years at BlackRock, Natalya moved to Merrill Lynch to build a more holistic and planning-based practice. She joined J.P. Morgan in 2013, drawn to the firm's open architecture platform.
Natalya earned her M.B.A. from NYU Stern School of Business, focused on Financial Instruments, Markets and Global Business. She also served as Vice President of Alumni for the leadership committee. Prior to that, she received a B.S. in Business Management and Finance.
When Natalya is not working, she is focused on philanthropy and is active in several organizations, including UJA, Hedge Funds Care, the Women's Executive Circle, Women on Wall Street and 100 Women in Hedge Funds. She sits on the board of She's The First, a global girls' rights organization.
Natalya currently resides in Armonk, NY, with her husband, Igor, and their two daughters, Alyssa and Mia. She enjoys ballet, skiing and playing tennis.
Investing intensified
Natalya's proprietary portfolio construction methodologies are sector-driven, and are tactically rebalanced as economic cycles shift. This unbiased approach enables her to capture directional market views while maintaining proper diversification in line with the firm's thought leadership, and her intense research and financial knowledge.
Utilizing a statistically logical mix of both passive and active instruments, Natalya tactically overweights certain sectors based on the current macroeconomic landscape and market cycle. She employs a proactive style, giving her the ability to nimbly and rapidly capitalize on upside opportunities or minimize risk.
Natalya's methods are labor-intensive, and her hands-on approach is differentiating. She dedicates extra effort to conduct due diligence on third-party managers and funds, using tools and metrics to evaluate performance based on trading philosophies and security selections. This investigation helps ensure that investment vehicles are aligned thematically and are appropriate for her clients.
Ongoing advice and guidance Natalya believes that just as economic and market conditions adapt and change, portfolios must evolve as well. Accordingly, her client service model includes a flexible and forward perspective to help ensure investments remain suitable.
She builds a personal level of trust by carefully educating her clients regarding the investment realities of today's environment. Natalya considers this level of transparency fundamental to an advisory relationship, and it's an area of focus in which she excels.
Natalya meets with clients on a regular basis and communicates often, conveying information regarding global market events and her strategies to accommodate the impacts from these economic forces.
By providing continuous analysis, Natalya works toward her clients' long-term goals, while keeping an eye on their short-term needs.
Meet Our Team
Specialist Resources
Insights
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