Abbie Fossaceca is on a team of Private Bank Advisors in the New York office of J.P.Morgan's Private Bank where she provides wealth management advice, strategies and services to affluent individuals and families. Beginning with an understanding of her clients' goals and values, Abbie is dedicated to providing them with a comprehensive and holistic approach to wealth management. She works closely with a team of professionals to advise clients across investments, lending, banking, and trust & estate planning to help her clients grow and preserve their wealth.
Abbie graduated from Villanova University with a B.B.A in Finance and Business Analytics, and a minor in Economics. She also received an honors concentration in Politics, Philosophy, and Economics at the University of Cambridge. Abbie currently holds FINRA SIE, Series 7, and Series 63 licenses, as well as her New York Life & Health Insurance licenses. She is also a CERTIFIED FINANCIAL PLANNER™ professional.
Currently, Abbie serves on the Young Leaders Board of the Children's Scholarship Fund in New York City and is part of the Anaya Tipnis Foundation, where she mentors first generation college students. In her free time, she enjoys traveling and exploring New York City, and especially in the culinary scene.
Abbie graduated from Villanova University with a B.B.A in Finance and Business Analytics, and a minor in Economics. She also received an honors concentration in Politics, Philosophy, and Economics at the University of Cambridge. Abbie currently holds FINRA SIE, Series 7, and Series 63 licenses, as well as her New York Life & Health Insurance licenses. She is also a CERTIFIED FINANCIAL PLANNER™ professional.
Currently, Abbie serves on the Young Leaders Board of the Children's Scholarship Fund in New York City and is part of the Anaya Tipnis Foundation, where she mentors first generation college students. In her free time, she enjoys traveling and exploring New York City, and especially in the culinary scene.
