Tricia Scarlata

Tricia Scarlata is an Executive Director and Head of Education Savings at J.P. Morgan Asset Management.12 She has over 30 years of experience in asset management leadership, strategic sales, and marketing business development.2

In her role, Scarlata leads the firm's 529 plan strategy, product, and distribution efforts across client relationships.1 She is an advocate for educating families and their financial professionals on the importance of investing for college.1

Scarlata joined J.P. Morgan Asset Management in 2014 and recently celebrated her 10-year anniversary with the company in March 2024.3 Prior to her current position, she spent eight years leading the overall integrated marketing strategy for the education savings business at J.P. Morgan.1

Her professional background includes:

• Over 12 years as a marketing consultant for college savings plans, retirement plans, and separately managed accounts at firms like Oppenheimer Funds, Bernstein Investment Management, Morgan Stanley, and Merrill Lynch.1
• Started her financial services career in 1996 at PaineWebber as an internal sales consultant for the Managed Account Services business.1

Scarlata holds a B.A. in Political Science and Philosophy from Fordham University and is Series 7 and 63 licensed.1 She frequently appears in media, including television, radio, and print, to discuss education savings and 529 plans.14