Chris CastellawChris CastellawExecutive DirectorWealth Partner
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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
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
Insight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowInsight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now