Cassidy C. SmallCassidy C. SmallClient Associate
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
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Outlook
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March 18, 2025Normalizing rates and new growth drivers appear poised to transform private markets, creating potential opportunities.Read NowInvesting
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March 18, 2025A portfolio line of credit can be an alternative source of liquidity which can help an investor avoid having to liquidate securities and upset their investment strategy and possible trigger capital gains.Read NowWealth Planning
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March 17, 2025Grantor retained annuity trusts (GRATs) can serve as an efficient way to transfer wealth with little or no gift tax liability.Read NowMarkets
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