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Christina Cona is a Senior Client Associate at J.P. Morgan Wealth Management. As a member of The Canell Group, she is focused on the seamless coordination of administrative and operational activities to support the team’s valuable mix of clients.
In her forward-facing role, Christina is instrumental in facilitating the customer onboarding process, day-to-day account maintenance, wire transfers, journal entries and fund requests. She is responsible for all banking functions across the team’s multifaceted business, and directly interfaces with other J.P. Morgan organizations to help ensure the successful implementation of appropriate accounts. She makes herself accessible to handle client inquiries and is often the point person to help organize clients’ personal documents.
A graduate of Hofstra University, where she earned a B.S., Christina worked at BlueMatrix, training big banks, investment firms and financial analysts on the use of its proprietary equity research platforms. Through this experience, she gained exposure to financial modeling, international stocks and fixed income vehicles, and built strong relationship management skills. Christina joined The Canell Group in 2016 at Morgan Stanley and, trading on her FinTech background, segued naturally to a client support role. She transitioned to J.P. Morgan in 2017 with her team.
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