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

Markets

3 top-of-mind lessons in the current market environment

July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read Now
Fraud

AI scams, deep fakes, impersonations … oh my!

July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Wealth Planning

Think before you move: How to think about redomiciling

July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read Now
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