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Ricardo Monserratt is a Client Associate with J.P. Morgan Wealth Management. As a member of Hernan Lautersztein's team, he provides Customer Service and Account support for high-net-worth individuals and their families, institutional clients and entrepreneurs. Ricardo’s responsibilities include onboarding procedures executing trades, wire transfers, addressing inquiries, and ad hoc requests. He has a reputation for managing day-to-day activities in a steady and experienced manner.
Ricardo graduated from Syracuse University with a B.S. in Finance and Entrepreneurship. With 6 years of experience in financial services, he began his career in 2014 at Mont Capital as an Investment Banking Analyst. He then moved to become a Corporate Analyst in J.P. Morgan where he developed skills to carefully address individual client’s needs. Ricardo joined J.P. Morgan in 2018 and is vital to the success of his group. He holds FINRA Series 7 and 63 licenses.
In efforts to give back, Ricardo has spent time helping incoming international students in Syracuse University to assimilate to their life overseas. He lives in Brooklyn and in his free time, enjoys participating in outdoor sports like Soccer and Rock Climbing. He also likes to eat out and spends time discovering new restaurants in the city.
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