About Olivia

Olivia Mogavero is a Client Associate at J.P. Morgan Wealth Management.

As a member of The Gold-Henry Wealth Management Group, she provides operations and customer service support for high-net-worth individuals and families, and corporate executives. Olivia's responsibilities include client onboarding, placing trades, preparing client reviews and executing the marketing initiatives of the team. She is dedicated to providing a positive experience and efficient service to clients.

Olivia graduated from Manhattan College with a B.S. in Finance. She began her career in wealth management here at J.P. Morgan in 2021 as a Business Management Analyst covering White Plains, NY, Morristown, NJ, and Bellevue, WA, before joining The Gold-Henry Wealth Management Group in 2022.

She holds her FINRA Series 66 and 7 securities licenses.

Olivia lives in Harrison, New York. Outside of work, she enjoys traveling to new places and spending time with family and friends.

Insights

Markets

How 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
Outlook

May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach

May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Wealth Planning

You’ve decided to share your wealth with family. Now what?

May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.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.