Soben PuckhaberSoben PuckhaberVice PresidentInvestment Associate
"I engage directly with clients to build investment simulations that are evaluated across multiple market scenarios to model a range of possible outcomes and the likelihood of achieving financial goals."
About Soben
Soben Puckhaber is an Investment Associate at J.P. Morgan Wealth Management.
As a member of The Canell Group, she delivers financial planning and investment analysis to business owners, retirees, corporate executives, athletes and entertainers.
Soben plays an active role in the business development initiatives for the team. She also serves as a liaison with the Private Bank to help address the banking, lending and financial planning needs of the Group's sophisticated clients.
Prior to joining J.P. Morgan Wealth Management in 2017, Soben worked at Morgan Stanley Wealth Management and Deutsche Bank Wealth Management.
Soben graduated from Brigham Young University with a B.A. in Political Science. While in Utah, she had the opportunity to represent the state in the Miss USA competition. Upon graduation, Soben became a John B. Tsu Fellowship recipient of the International Leadership Foundation.
Soben lives in Tribeca, New York with her family. She enjoys cooking, tennis, and board games.
Insights
Economy
Is it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read Now
Wealth Planning
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
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Outlook
Geopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read Now
Real Estate
What you need to know before buying a luxury home
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Retirement
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Quick Shot: Geopolitical unrest: Assessing market implications
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April 16, 2024Purchasing life insurance can feel overwhelming, but following these guidelines can make this important decision on your family’s future well-being more straightforward.Read Now
Outlook
Does it matter if the Fed cuts?
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Wealth Planning
What is the wash sale rule?
April 11, 2024The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowEconomy
Is it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read NowWealth Planning
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowOutlook
Geopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read NowReal Estate
What you need to know before buying a luxury home
April 18, 2024It’s no bubble. Luxury home prices are rising for good reasons – and you can still find good value.Read NowRetirement
3 ways to stay active while in retirement
April 16, 2024Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowOutlook
Quick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read NowWealth Planning
Four mistakes with life insurance you don’t need (or want) to make
April 16, 2024Purchasing life insurance can feel overwhelming, but following these guidelines can make this important decision on your family’s future well-being more straightforward.Read NowOutlook
Does it matter if the Fed cuts?
April 12, 2024If growth is solid and inflation doesn’t reaccelerate, we continue to see opportunity for investors.Read NowWealth Planning
What is the wash sale rule?
April 11, 2024The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
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