About Cassidy

Cassidy Small is a Client Associate with J.P. Morgan Wealth Management.

As a member of Fagan, Boshart & Trumbull Wealth Management, she provides operational and customer service support for successful professionals and high-net-worth individuals and their families. Cassidy's responsibilities include onboarding procedures, wire transfers, and ad hoc requests. She works diligently to deliver an excellent customer experience.

Cassidy graduated from Framingham State University with a B.S. in Mathematics. She began her career at J.P. Morgan in 2022 and is an important member of the team.

Cassidy lives in Bridgewater, Massachusetts, and outside of work, she enjoys reading, spending time with her family and friends, traveling as much as possible, and staying active in the gym.

Insights

Outlook

How the upcoming U.S. presidential election could impact your portfolio

June 21, 2024What does the race for the White House mean for your portfolio? Check out highlights from a recent webcast about how the U.S. presidential election might affect your finances.Read Now
Markets

Pushbacks and Top Tracks: A Mid-Year Mixtape

June 21, 2024We answer your top questions with the help of our favorite summer tracks.Read Now
Wealth Planning

How to successfully pass down the family vacation home

June 20, 2024Careful 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
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