Press Releases

New York, NY, February 8, 2024 – A record 80 J.P. Morgan Wealth Management advisors were recognized by Forbes as the top women wealth advisors in the country and two of them, Colleen O’Callaghan and Elaine Meyers, ranked among the ten best in the country. O’Callaghan, who leads The O’Callaghan Thomas Group, held the #1 title for a second year in a row.

A total of eight advisors recognized on the Forbes list ranked in the top 100 positions, placing them on the prestigious America’s Top Women Wealth Advisors ranking.

“The exceptional women at J.P. Morgan continue to raise the bar for the entire industry,” said Kristin Lemkau, CEO of J.P. Morgan Wealth Management. “Colleen has once again earned her title as the best woman financial advisor in America. Elaine has ranked in the top 10 for another strong year. It is a privilege to work alongside them, and this outstanding group of advisors.”

Forbes honored the following advisors as America’s 2024 Top Women Wealth Advisors:

  •  Colleen O'Callaghan – New York, NY – #1 in the country
  • Elaine Meyers – San Francisco, CA – #6 in the country
  • Catherine Evans – San Francisco, CA – #22 in the country
  • Tracey Gluck – Los Angeles, CA – #33 in the country
  • Louise Armour – Palm Beach Gardens, FL – #36 in the country
  • Diana Menaker – Miami, FL – #40 in the country
  • Maureen Raihle – Palm Beach Gardens, FL – #65 in the country
  • Liz Weikes – New York, NY – #70 in the country

 

Forbes honored the following advisors as 2024 Top Women Wealth Advisors Best-in-State:

  • Leslie Adams – Elizabethtown, KY
  • Emil Anderson – Seattle, WA
  • Teresa Appell – Louisville, KY
  • Chitra Arora – Monmouth Junction, NJ
  • Jennifer Ayers – Plainfield, IN
  • Sherre Barber – Dallas, TX
  • Susan Barnett – Mercer Island, WA
  • Galit Ben-Joseph – New York, NY
  • Jeanne Berger – New York, NY
  • Charlotte Bouche – Brookfield, WI
  • Peggy Bowers – The Woodlands, TX
  • Barbara Bruser – Los Angeles, CA
  • Mary Byers – Gahanna, OH
  • Sheri Ann Chang Yamaguchi – Honolulu, HI
  • Debbie Cohen – Phoenix, AZ
  • Nancy Contino – East Meadow, NY
  • Stephanie Crocker – Evanston, IL
  • Kristen Curtis – San Francisco, CA
  • Rebecca Decesaro – Portland, OR
  • Ralitsa Delgado – Hastings On Hudson, NY
  • Janie Emrick – Findlay, OH
  • Ashley Evans – San Francisco, CA
  • Kate Evans – Wheaton, IL
  • Karen Feinblatt – Wheaton, IL
  • Maureen Flanagan – Newport Beach, CA
  • Hannah Forney – Portland, OR
  • Lisa Forsythe – Houston, TX
  • Carrie French – Hinsdale, IL
  • Meghan Haggerty – Boston, MA
  • Anna Hovakimyan – Sherman Oaks, CA
  • Ami Ibarra – Dublin, CA
  • Lisa Jaboro – Bloomfield Hills, MI
  • Kit Jackson – New York, NY
  • Maria Katsougrakis – Ardsley, NY
  • May Khamo – Glenview, IL
  • Lisa Kielmeyer – Woodbury, NY
  • Blake Klement – Dallas, TX
  • Leslie Little – Scottsdale, AZ
  • Jaime Lutz – Scottsdale, AZ
  • Donna Lynn – Cincinnati, OH
  • Jennifer Mayer – New York, NY
  • Maureen McNally – New York, NY
  • Radhika Mehta – New York, NY
  • Madelyn Miller – New York, NY
  • Irene Morciglio – Valley Stream, NY
  • Melody Mossayi – Calabasas, CA
  • Natalya Muravchik – White Plains, NY
  • Joannie Ngo – San Marino, CA
  • Anjanette Nickoloff – Brighton, MI
  • Natalia Paris – Pinecrest, FL
  • Michelle Piper – Livermore, CA
  • Christy Pizani – Covington, LA
  • Lydia Prokop – Harrison, NY
  • Ekta Roongta – Millburn, NJ
  • Theresa Rutledge – Palo Alto, CA
  • Zeenath Selvakumar – Houston, TX
  • Crystal Shi – Santa Clara, CA
  • Katrina Shkolnik – Brooklyn, NY
  • Tiffany Smith – Fort Worth, TX
  • Maria Smith – Danville, CA
  • Vivian Spyropoulos – Mamaroneck, NY
  • Tequilla Swan – Scottsdale, AZ
  • Linda Takach – Skokie, IL
  • Anita Testa – Highland Park, IL
  • Winnie  To – Bellevue, WA
  • Christina Auriemma Totaro – New York, NY
  • Cherie Turnwald – Lima, OH
  • Peggy Valencia – Little Neck, NY
  • Annemarie von der Goltz – New York, NY
  • Christine Weidig – Chardon, OH
  • Catherine Wong – New York, NY
  • Shirley Yao – Houston, TX

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.

JPMorgan Chase & Co. acquired First Republic last year, folding its wealth management business under J.P. Morgan Wealth Management.

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=1430312d2a8f

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=4c603da71d11

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 $3.9 trillion and operations worldwide. J.P. Morgan Wealth Management has ~5,400 advisors and $900+ 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 offices. For more information, go to www.jpmorgan.com/wealth and follow J.P. Morgan Wealth Management on LinkedIn.

Forbes/SHOOK Top Women Wealth Advisors (02/08/24, data as of 09/30/23); (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 (02/08/24, data as of 09/30/23); (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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INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

 

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Certain advisory products may be offered through J.P. Morgan Private Wealth Advisors LLC (JPMPWA), a registered investment adviser. Trust and Fiduciary services including custody are offered through JPMorgan Chase Bank, N.A (JPMCB) and affiliated trust companies. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA, JPMPWA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co.

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Media Contact
Jami Tanner
jami.tanner@jpmorgan.com