Anna Ochoa Email & Phone Number

https://wealthpartners.jpmorgan.com/san-francisco/the-meyers-groupAs a member of The Meyers Group, I work to assist ultra-high-net-worth individuals and their families with a range of wealth management needs, including specialized transactions, trading, simple and complex lending and derivatives/ hedging strategies.My extensive investment banking experience allows me to bring a particular insight to client matters and to deliver a comprehensive suite of bespoke opportunities and scenarios, utilizing the full capabilities of the firm. I create long-term relationships by understanding clients' objectives and establishing recommendations for achieving those goals. I have broad experience working with company founders and C-suite executives to achieve liquidity, asset diversification and, where needed, focused hedging strategies.In a career that spanned 25 years at Credit Suisse, I differentiated myself by combining my Wall Street experience in equity derivatives, restricted stock, 10B5-1 plans and managing a lending team focused on ultra-high-net-worth clients with a broad global mandate to meld the personal and professional wealth management needs of the sophisticated clients I work with. I joined J.P. Morgan's New York City office in 2023 to give my clients exposure to the firm's robust product breadth, stability and fortress balance sheet.

• 

  Dartmouth College

  Bachelor'S Degree