About Kristi Joy

Kristi Joy Curran is a Client Associate with J.P. Morgan Wealth Management.

Kristi plays an important part in carrying out the team's culture, serving as The M Group's 'Chief Operating Officer' to provide leadership and direction for important processes. She is integral to the smooth coordination of all investment activities, facilitating and executing trades, reviewing portfolios and preparing meeting presentations. Responsive and detail-oriented, she fosters an environment of excellence and derives personal satisfaction from empowering the team.

Kristi graduated from California State University, Monterey Bay with a B.S. in Marine Ecology. With almost two decades of experience in financial services, she began her career in 2004 at Loring Ward as an Executive Assistant. Kristi's background includes time at Goldman Sachs and Bernstein Global Wealth Management, where she gained deep insight into the sophisticated challenges faced by clients with substantial wealth. She joined J.P. Morgan in 2012 and holds FINRA Series 7 and 66 securities licenses.

Insights

Business Planning

Why cash flow forecasting and succession planning matter

April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Wealth Planning

Building tax-efficient equity exposure

April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Markets

Where will tariff rates settle? 3 scenarios explained

April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.