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
How you may benefit from tax-loss harvesting
January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read Now
Proximity matters: 5 things to know about the US sphere of influence
January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read Now
How to prepare for Tax Day as a small business owner
January 16, 2026Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read Now
The quiet disconnect: New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read NowNew J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read Now
Providing for children with special needs
January 15, 2026It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read Now
Selling stock under a 10b5-1 plan
January 15, 2026If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
December 2025 CPI report released: What the data means and how it might affect interest rates
January 13, 2026December's Consumer Price Index (CPI) release added fresh insight on inflation at year-end. Here's what recent price trends and a weaker job market may signal for the Federal Reserve and investors in 2026.Read Now
What the December 2025 jobs report told us about the labor market – and what it could mean for interest rates
January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read NowHow you may benefit from tax-loss harvesting
January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read NowProximity matters: 5 things to know about the US sphere of influence
January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read NowHow to prepare for Tax Day as a small business owner
January 16, 2026Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read NowThe quiet disconnect: New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read NowNew J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read NowProviding for children with special needs
January 15, 2026It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read NowSelling stock under a 10b5-1 plan
January 15, 2026If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read NowDecember 2025 CPI report released: What the data means and how it might affect interest rates
January 13, 2026December's Consumer Price Index (CPI) release added fresh insight on inflation at year-end. Here's what recent price trends and a weaker job market may signal for the Federal Reserve and investors in 2026.Read NowWhat the December 2025 jobs report told us about the labor market – and what it could mean for interest rates
January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read Now