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
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
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Family Legacy
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Wealth Planning
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Outlook
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Cybersecurity
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Retirement
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Markets
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May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read NowMarkets
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 NowOutlook
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 NowWealth 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 NowFamily Legacy
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read NowWealth Planning
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowOutlook
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read NowCybersecurity
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read NowRetirement
3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowMarkets
The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now
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