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

Markets

Are we seeing irrational exuberance in the market? We don’t think so

August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read Now
Family Legacy

Insight 7: Develop a capable and committed rising generation

August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
Outlook

July Jobs report highlights US job growth has slowed significantly; markets react negatively

August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
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