About Nevy

Nevy Vatachka is an Investment Associate with J.P. Morgan Wealth Management.

As a member of The Foster Winger Group, she provides operational and customer service support for high-net-worth individuals, their families and retirees. Nevy's responsibilities include onboarding procedures, fund and wire transfers, trade execution and ad hoc requests. She works diligently to deliver an excellent customer experience.

Nevy graduated summa cum laude from University of Bridgeport with a B.S. in International Business and Finance. She began her career in 2008 at Emerging Global Advisors as an Associate in Institutional Markets and then moved on to Merrill Lynch as a Specialist in Alternative Investments. She has also worked at Morgan Stanley as an Associate with the Capital Markets group and Oppenheimer as a Registered Representative, where she gained valuable relationship management experience. Nevy joined J.P. Morgan in 2017, as an important member of the team. She holds FINRA Series 7, 63, and 65 licenses.

Nevy is an active member of 100 Women in Finance, a global organization of female professionals in the Finance and Investment industries. Members work together to empower and support women at various stages of their careers. Nevy lives in Connecticut and enjoys sailing and golf.

Insights

Economy

Is it a golden era for gold?

April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read Now
Wealth Planning

Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments

April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Outlook

Geopolitical unrest: Assessing market implications

April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read Now
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