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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May 1, 2026After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May.Read NowMarkets and Economy
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Emerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read Now
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