Rochelle SchaefferRochelle SchaefferClient Associate
About Rochelle
Rochelle Schaeffer is a Client Associate at J.P. Morgan Wealth Management.
As a member of The Gold-Henry Wealth Management Group, Rochelle works with her team to provide support to high-net-worth individuals and families. Her responsibilities include account opening, transfers and trading.
Rochelle graduated from Fairleigh Dickinson University with a B.S. in Business Management. With 12 years of experience in financial services, she began her career in 2011 at David Lerner & Associates as an Investment Counselor. Rochelle then moved to Fidelity Investments and UBS Financial Services, where she assisted clients with their needs.
Rochelle loves most outdoor activities including skiing, snowshoeing and kayaking. She lives in Westchester with her beagle, Lucy.
Insights
Family Legacy
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October 30, 2026Navigating paying for healthcare, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read NowRetirement
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October 28, 2026AI spending is booming, but U.S. growth hasn’t accelerated. Imported hardware can offset GDP gains, and AI capex may crowd out other investment as rates rise.Read NowRetirement
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