Chris CastellawChris CastellawExecutive DirectorWealth Partner
LinkedInAwards and Industry Recognition
Forbes
About Chris
Chris Castellaw is an Executive Director and Wealth Partner with J.P. Morgan Wealth Management.
As a founding member of the Kritzer-Castellaw Group, he delivers asset management and advisory guidance to help manage the holistic financial requirements of ultra-high-net-worth individuals and their families.
With more than 20 years of industry experience through some of the most volatile markets in recent history, Chris has developed a disciplined process to evaluate risk parameters and position portfolios designed to withstand fluctuation. He is deeply involved in asset allocation, portfolio construction, strategic investing, and tax and estate planning. He also works directly with business owners and corporate executives to help diversify significant holdings and manage liquidity events. Chris serves as an advocate for his clients to place their best interests first at all times. An independent thinker, he delivers the insights and tailored service that generate confidence to stay the course.
Chris began his career at several law firms to develop a background in contract negotiations. He segued to financial services and worked for both Donaldson, Lufkin & Jenrette (which sold to Credit Suisse) and Deutsche Bank Alex Brown. Chris was a Senior Vice President with UBS for 10 years, where he strengthened his wealth management capabilities. In 2019, Chris and his team joined J.P. Morgan to serve clients in a boutique setting backed by the global financial infrastructure of J.P. Morgan, one of the most highly capitalized banks in the world.
A native of Atlanta, Chris attended high school at the Lovett School, then at Deerfield Academy in Massachusetts. He earned a B.A. in History with a minor in Business Administration from Vanderbilt University in Nashville, Tennessee.
Chris lives in Brookhaven with his wife and their three children. He plays a time-consuming, yet rewarding role in volunteerism, coaching his sons' and daughter's football and lacrosse teams. Previously, Chris was President of the Buckhead Lion's Club from 2017 to 2018. In his free time, he enjoys golf, travel and cooking for his family.
Insights
“Buy-borrow-die": The 3-step wealth strategy explained
July 2, 2026The buy-borrow-die approach may help you save on capital gains taxes and preserve wealth for your heirs. Learn about the benefits and risks.Read Now
Small-cap success: Why this rally looks different
July 2, 2026Earnings estimates are sharply rising for small caps stocks as a broadening of market gains takes shape.Read Now
Paying with debt: How to leverage your investments
July 1, 2026Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
The world changed in 10 days: An oil unwind and a hawkish Fed
June 26, 2026Falling oil prices and a shift in Federal Reserve tone are easing inflation pressures and prompting a reassessment of the outlook for rates and risk assets.Read Now
How to pass down the family vacation home
June 22, 2026Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
What is a backdoor Roth IRA?
June 18, 2026A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
What happened at Kevin Warsh’s first Fed meeting as chair? 3 key takeaways from the June 2026 FOMC decision
June 18, 2026The Federal Reserve held rates steady at its June meeting, which was also Kevin Warsh’s first meeting as chair. Here’s what the dot plot, policy statement and press conference signaled for interest rates in 2026 and beyond.Read Now
$1.5 trillion goods trade is on the line in USMCA's first test
June 18, 2026As the USMCA enters review, potentially tighter rules may shape where companies build, source and invest across North America.Read Now
When is a custodial account a good choice?
June 18, 2026What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now“Buy-borrow-die": The 3-step wealth strategy explained
July 2, 2026The buy-borrow-die approach may help you save on capital gains taxes and preserve wealth for your heirs. Learn about the benefits and risks.Read NowSmall-cap success: Why this rally looks different
July 2, 2026Earnings estimates are sharply rising for small caps stocks as a broadening of market gains takes shape.Read NowPaying with debt: How to leverage your investments
July 1, 2026Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read NowThe world changed in 10 days: An oil unwind and a hawkish Fed
June 26, 2026Falling oil prices and a shift in Federal Reserve tone are easing inflation pressures and prompting a reassessment of the outlook for rates and risk assets.Read NowHow to pass down the family vacation home
June 22, 2026Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read NowWhat is a backdoor Roth IRA?
June 18, 2026A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read NowWhat happened at Kevin Warsh’s first Fed meeting as chair? 3 key takeaways from the June 2026 FOMC decision
June 18, 2026The Federal Reserve held rates steady at its June meeting, which was also Kevin Warsh’s first meeting as chair. Here’s what the dot plot, policy statement and press conference signaled for interest rates in 2026 and beyond.Read Now$1.5 trillion goods trade is on the line in USMCA's first test
June 18, 2026As the USMCA enters review, potentially tighter rules may shape where companies build, source and invest across North America.Read NowWhen is a custodial account a good choice?
June 18, 2026What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now