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
Markets and Economy
What happened at Kevin Warsh’s first Fed meeting as chair? 3 key takeaways from the June 2026 FOMC decision
June 18, 2026The Federal Reserve held rates steady at its June meeting, which was also Kevin Warsh’s first meeting as chair. Here’s what the dot plot, policy statement and press conference signaled for interest rates in 2026 and beyond.Read Now
Markets and Economy
$1.5 trillion goods trade is on the line in USMCA's first test
June 18, 2026As the USMCA enters review, potentially tighter rules may shape where companies build, source and invest across North America.Read Now
Retirement
What is a backdoor Roth IRA?
June 18, 2026A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
Markets and Economy
The IPO wave is historic. So is today’s market.
June 12, 2026A surge in new equity offerings is coming at a time of immense scale and depth in the U.S. stock market.Read Now
Cybersecurity
AI tools and your privacy: What you need to know
June 10, 2026Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
Markets and Economy
What to expect at Kevin Warsh’s first Federal Reserve meeting as chair: 3 things to watch for when the FOMC meets in June
June 8, 2026The June FOMC meeting will be Kevin Warsh's first as chair. His communication style and handling of the policy statement may offer early signals about how he plans to lead the Federal Reserve moving forward.Read Now
Markets and Economy
Is the momentum trade over?
June 5, 2026With momentum dispersion at its widest since 1990, the summer calm could open the door for overlooked sectors. We examine where new leadership may emerge and what it may mean for positioning.Read Now
Cybersecurity
Jetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2026As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
Business Planning
Business succession planning: Building an effective team
June 4, 2026The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read NowMarkets and Economy
What happened at Kevin Warsh’s first Fed meeting as chair? 3 key takeaways from the June 2026 FOMC decision
June 18, 2026The Federal Reserve held rates steady at its June meeting, which was also Kevin Warsh’s first meeting as chair. Here’s what the dot plot, policy statement and press conference signaled for interest rates in 2026 and beyond.Read NowMarkets and Economy
$1.5 trillion goods trade is on the line in USMCA's first test
June 18, 2026As the USMCA enters review, potentially tighter rules may shape where companies build, source and invest across North America.Read NowRetirement
What is a backdoor Roth IRA?
June 18, 2026A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read NowMarkets and Economy
The IPO wave is historic. So is today’s market.
June 12, 2026A surge in new equity offerings is coming at a time of immense scale and depth in the U.S. stock market.Read NowCybersecurity
AI tools and your privacy: What you need to know
June 10, 2026Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read NowMarkets and Economy
What to expect at Kevin Warsh’s first Federal Reserve meeting as chair: 3 things to watch for when the FOMC meets in June
June 8, 2026The June FOMC meeting will be Kevin Warsh's first as chair. His communication style and handling of the policy statement may offer early signals about how he plans to lead the Federal Reserve moving forward.Read NowMarkets and Economy
Is the momentum trade over?
June 5, 2026With momentum dispersion at its widest since 1990, the summer calm could open the door for overlooked sectors. We examine where new leadership may emerge and what it may mean for positioning.Read NowCybersecurity
Jetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2026As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read NowBusiness Planning
Business succession planning: Building an effective team
June 4, 2026The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
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