"I utilize the vast resources of J.P. Morgan to provide clients with access to lending, cash management, retirement and charitable planning, helping them in each stage of their investing timelines."
Kelly Epstein
Kelly Epstein
"I utilize the vast resources of J.P. Morgan to provide clients with access to lending, cash management, retirement and charitable planning, helping them in each stage of their investing timelines."
About Kelly Epstein
Welcome
Kelly Epstein serves the financial requirements of high-net-worth and multigenerational clients with strategic investment strategies, portfolio management and broader wealth management strategies tailored to her clients' individual needs. She understands the complexities of managing wealth and works closely with her clients' professional networks, including their CPAs and attorneys. Kelly structures portfolios based on a thorough analysis of her clients' risk guidelines, leveraging the resources of J.P. Morgan's open architecture platform to construct portfolios designed to pursue their specific goals. She also utilizes the strength of J.P. Morgan to provide clients with access to lending, cash management, retirement and charitable planning, helping them in each stage of their financial lives
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Insights
Investing
2023 report card: Portfolios show resilience amidst bank struggles
April 5, 2023Markets are powering through turmoil, but is a recession looming? Find out what we got right, what we missed and what the rest of the year might have in store for investors. Read Now
Investing
Eye on the Market Annual Energy Paper: Growing pains: The Renewable transition in adolescence
April 2, 2023We invite you to explore the 13th Annual Eye on the Market Energy Paper: "Growing Pains: The Renewable Transition in Adolescence" by Michael Cembalest.Read Now
Investing
Quick shot: Resilience, despite new risks
April 2, 2023The first quarter of 2023 is in the books. If you only looked at how markets performed at the index level, you might think that not much happened.Read Now
Wealth Planning
Markets are changing: Moves to consider making now
March 30, 2023Interest rates are up; valuations look attractive — but recession risks loom. A timely response: Review your liquidity, lifestyle and legacy plans.Read Now
Investing
The ripple effects of the bank crisis
March 30, 2023While markets seem keen to move on, we likely haven’t seen all the effects of the bank shock yet. As investors, we’re focused on sizing up the impact.Read Now
Wealth Planning
Wealth planning is a women’s issue
March 29, 2023While supporting women during earning years is important, it is equally important that women are also equipped for what comes after — and in particular, that means having a comprehensive wealth plan.Read Now
Investing
Quick shot: Breaking down the home bias in investing: Europe edition
March 29, 2023A diversified portfolio can be the golden key for long-term investing – not only across asset classes, but also regions.Read Now
Investing
Through it all, stocks are still up on the year
March 28, 2023If you just looked at the surface of S&P 500 portfolio returns since the start of this year, you may have missed the bank system turmoil of the past few weeks.Read Now
Investing
Quick shot: Zoom out: Bank angst, broad resilience.
March 27, 2023Since the first warning sign of banking sector turmoil on March 9th, the broad market has held up surprisingly well.Read NowInvesting
2023 report card: Portfolios show resilience amidst bank struggles
April 5, 2023Markets are powering through turmoil, but is a recession looming? Find out what we got right, what we missed and what the rest of the year might have in store for investors. Read NowInvesting
Eye on the Market Annual Energy Paper: Growing pains: The Renewable transition in adolescence
April 2, 2023We invite you to explore the 13th Annual Eye on the Market Energy Paper: "Growing Pains: The Renewable Transition in Adolescence" by Michael Cembalest.Read NowInvesting
Quick shot: Resilience, despite new risks
April 2, 2023The first quarter of 2023 is in the books. If you only looked at how markets performed at the index level, you might think that not much happened.Read NowWealth Planning
Markets are changing: Moves to consider making now
March 30, 2023Interest rates are up; valuations look attractive — but recession risks loom. A timely response: Review your liquidity, lifestyle and legacy plans.Read NowInvesting
The ripple effects of the bank crisis
March 30, 2023While markets seem keen to move on, we likely haven’t seen all the effects of the bank shock yet. As investors, we’re focused on sizing up the impact.Read NowWealth Planning
Wealth planning is a women’s issue
March 29, 2023While supporting women during earning years is important, it is equally important that women are also equipped for what comes after — and in particular, that means having a comprehensive wealth plan.Read NowInvesting
Quick shot: Breaking down the home bias in investing: Europe edition
March 29, 2023A diversified portfolio can be the golden key for long-term investing – not only across asset classes, but also regions.Read NowInvesting
Through it all, stocks are still up on the year
March 28, 2023If you just looked at the surface of S&P 500 portfolio returns since the start of this year, you may have missed the bank system turmoil of the past few weeks.Read NowInvesting
Quick shot: Zoom out: Bank angst, broad resilience.
March 27, 2023Since the first warning sign of banking sector turmoil on March 9th, the broad market has held up surprisingly well.Read Now
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