Natalie Wright Taylor

Current Employers

Employment History

• 05/2020 → Present
  Jpmorgan Chase Bank, Na.
  Pittsburgh, PA
• 05/2020 → Present
  .P. Morgan Securities Llc
  Pittsburgh, PA
• 07/2018 → 04/2020
  Pnc Wealth Management
  Pittsburgh, PA
• 09/2017 → 07/2018
  Bny Mellon Wealth Management
  Pittsburgh, PA
• 06/2016 → 09/2017
  Pnc Wealth Management
  Pittsburgh, PA
• 11/2022 → Present
  Achieva Family Trust
  Pittsburgh, PA

Other Businesses

Entity Name: Shady Side Academy Investment related: No "Address: https://www.shadysideacademy.org/ 423 Fox Chapel Road Pittsburgh PA 15238" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 09/17/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Private K-12 school. They would like me to be on the finance and endowment committees." Entity Name: Shadyside Hospital Foundation Investment related: Yes "Address: 532 S Aiken Ave # 302, Pittsburgh, PA 15232 https://shadysidehospitalfoundation.org/" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 07/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Based in Pittsburgh, the Shadyside Hospital Foundation is a non-profit organization whose mission is to support the groundbreaking advancements in medicine and hospital operations taking place every day at Shadyside Hospital. They asked me to be on the Investment Committee. No connection to JPMorgan. Entity Name: ACHIEVA FAMILY TRUST Investment related: Yes Address: Pittsburgh, PA 15203 https://www.achieva.info/ Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 07/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Nonprofit that assists individuals with disabilities and their families in planning for their future needs. Achieva Family Trust asked me to be on their Board in addition to the investment committee that I have been on (and received approval for on 2.17.22). Their assets are currently managed by PNC, Capital Group, Merrill Lynch and Baird. There is no connection to JP Morgan. Entity Name: ACHIEVA FAMILY TRUST Investment related: Yes "Address: 711 Bingham Street Pittsburgh, PA 15203 https://www.achieva.info/" Nature of the other business: Nonprofit Position/Title/Relationship: Employee/Contractor Start Date: 11/21/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Nonprofit that assists individuals with disabilities and their families in planning for their future needs. Achieva Family Trust asked me to be on their investment committee. Their assets are currently managed by PNC, Capital Group, Merrill Lynch and Baird. There is no connection to JP Morgan.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-12
• S63 Uniform Securities Agent State Law Examination
  2020-05-28

Other Names

• Natalie Marie Wright