Rachelle Morris is a Vice President for J.P. Morgan’s Private Bank in Salt Lake City, Utah. Rachelle is responsible for overseeing private client relationships across the state of Utah and advises on a wide range of wealth planning matters including asset allocation, investments, credit, fiduciary services, and philanthropy.
Prior to joining J.P. Morgan, Rachelle was a Vice President at Goldman Sachs in its Private Wealth Management Division, advising and serving some of the wealthiest families in Texas. Rachelle also managed foundation and endowment portfolios in the Houston area. Prior to her experience in Houston and Dallas, Rachelle spent her first 2 analyst years at Goldman Sachs, living and working in Salt Lake City.
Rachelle received a B.S. in Information Systems from Brigham Young University’s Marriott School of Management, where she was both a BYU Heritage and Houston Endowment scholar. She is Series 7 and 63 licensed. In her free time, Rachelle enjoys watching and playing sports, hiking, fishing, and skiing. She is the proud aunt of 7 nieces and 5 nephews.
Connect with Rachelle on LinkedIn to learn more about her!