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J.P. Morgan Wealth Management’s Colleen O’Callaghan Takes #1 on Forbes’ 2023 Top Women Ranking as Firm Sets New Record of Advisors Recognized

Forty-eight J.P. Morgan advisors recognized by Forbes

New York, NY, February 2, 2023 – J.P. Morgan Wealth Management’s Colleen O’Callaghan, who leads The O’Callaghan Thomas Group, took the top spot on Forbes’ 2023 America’s Top Women Wealth Advisors list, ranking #1 as the best woman financial advisor in the nation. Forty-eight J.P. Morgan Wealth Management advisors were honored as leading women wealth advisors, a new record for the firm.

“Our advisors continue to reach new heights and I’m grateful to work alongside this talented group of women,” said Kristin Lemkau, CEO of J.P. Morgan Wealth Management. “Colleen’s outstanding achievement is a result of decades of service to her clients. I couldn’t be prouder to have her and all of these remarkable women at J.P. Morgan.”

Forbes selected 48 J.P. Morgan advisors for its Top Women Wealth Advisors Best-in-State 2023 ranking. Six J.P. Morgan advisors were named America’s Top Women Wealth Advisors for ranking in the top 100 – all for a second year in a row.

Forbes recognized the following advisors as America’s Top Women Wealth Advisors:

  • Colleen O'Callaghan, Wealth Partner – New York, NY – #1 in the country
  • Elaine Meyers, Wealth Partner – San Francisco, CA – #10 in the country
  • Tracey Gluck, Wealth Partner – Los Angeles, CA – #26 in the country
  • Diana Menaker, Private Client Advisor – Miami, FL – #36 in the country
  • Louise Armour, Wealth Partner – Palm Beach Gardens, FL – #38 in the country
  • Liz Weikes, Wealth Partner – New York, NY – #47 in the country

 

Forbes recognized the following advisors as Top Women Wealth Advisors Best-in-State:

  • Chitra Arora, Private Client Advisor – Monmouth Junction, NJ
  • Sherre Barber, Private Client Advisor – Dallas, TX
  • Susan Barnett, Private Client Advisor – Mercer Island, WA
  • Galit Ben-Joseph, Wealth Advisor – New York, NY
  • Jeanne Berger, Private Client Advisor – New York, NY
  • Charlotte Bouche, Private Client Advisor – Brookfield, WI
  • Gabrielle Brown, Private Client Advisor – New York, NY
  • Gwen Campbell, Wealth Partner – San Francisco, CA
  • Nancy Contino, Private Client Advisor – East Meadow, NY
  • Stephanie Crocker, Private Client Advisor – Evanston, IL
  • Ralitsa Delgado, Private Client Advisor – Hastings On Hudson, NY
  • Janie Emrick, Private Client Advisor – Findlay, OH
  • Kate Evans, Private Client Advisor – Wheaton, IL
  • Lisa Forsythe, Private Client Advisor – Houston, TX
  • Carrie French, Private Client Advisor – Hinsdale, IL
  • Anna Hovakimyan, Private Client Advisor – Sherman Oaks, CA
  • May Khamo, Private Client Advisor – Glenview, IL
  • Lisa Kielmeyer, Private Client Advisor – Woodbury, NY
  • Blake Klement, Private Client Advisor – Dallas, TX
  • Leslie Little, Private Client Advisor – Scottsdale, AZ
  • Jaime Lutz, Private Client Advisor – Scottsdale, AZ
  • Donna Lynn, Private Client Advisor – Fairfield, OH
  • Madelyn Miller, Wealth Advisor – New York, NY
  • Irene Morciglio, Private Client Advisor – Valley Stream, NY
  • Natalya Muravchik, Wealth Advisor – White Plains, NY
  • Joannie Ngo, Private Client Advisor – San Marino, CA
  • Natalia Paris, Private Client Advisor – Pinecrest, FL
  • Lydia Prokop, Private Client Advisor – Harrison, NY
  • Ekta Roongta, Private Client Advisor – Millburn, NJ
  • Avideh Safaei, Wealth Advisor – White Plains, NY
  • Zeenath Selvakumar, Private Client Advisor – Houston, TX
  • Crystal Shi, Private Client Advisor – Santa Clara, CA
  • Maria Smith, Private Client Advisor – Danville, CA
  • Tiffany Smith, Private Client Advisor – Fort Worth, TX
  • Vivian Spyropoulos, Private Client Advisor – Mamaroneck, NY
  • Tequilla Swan, Private Client Advisor – Phoenix, AZ
  • Anita Testa, Private Client Advisor – Highland Park, IL
  • Cherie Turnwald, Private Client Advisor – Lima, OH
  • Peggy Valencia, Private Client Advisor – Little Neck, NY
  • Annemarie von der Goltz, Wealth Advisor – New York, NY
  • Christine Weidig, Private Client Advisor – Chardon, OH
  • Catherine Wong, Private Client Advisor – New York, NY

J.P. Morgan Wealth Management continues to invest heavily in technology, top talent and resources to offer exceptional support for its advisors and clients. These initiatives include its concierge service for J.P. Morgan Advisors which offers personal, on-demand assistance to help advisors better serve clients, and the Client Relationship Succession Program which provides advisors a unique opportunity to grow their business while helping tenured advisors build a path toward retirement.

The ranking was compiled by SHOOK Research. The selection criteria includes interviews, industry experience, compliance records, revenue produced and assets under management.

To see the Top 100 list of America’s Top Women Wealth Advisors and information on criteria, visit https://www.forbes.com/lists/top-women-advisors/?sh=51ce235f2a8f

To see the full list of Top Women Wealth Advisors Best-in-State and information on criteria, visit https://www.forbes.com/lists/best-in-state-women-advisors/?sh=7930a1911d11

About J.P. Morgan Wealth Management
J.P. Morgan Wealth Management is the U.S. wealth management business of JPMorgan Chase & Co., a leading global financial services firm with assets of $3.7 trillion and operations worldwide. J.P. Morgan Wealth Management has more than 5,000 advisors and ~$647 billion of assets under supervision. Clients can choose how and where they want to invest. They can do it digitally, remotely, or in person by meeting with an advisor in one of our more than 4,700 Chase branches throughout the U.S., or in one of our 30 offices. For more information, go to www.jpmorgan.com/wealth and follow @JPMWealth on Twitter and J.P. Morgan Wealth Management on LinkedIn.

Forbes/SHOOK Top Women Wealth Advisors (02/01/23). Data as of 09/30/22. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures

Forbes/SHOOK Top Women Wealth Advisors Best-In-State (02/01/23). Data as of 09/30/22. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures

 

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