Olivia MogaveroOlivia MogaveroClient Associate
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
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