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

U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?

June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Cybersecurity

Vacation scams? A few simple actions can help protect you

June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Investing

Can today’s market volatility be turned into tax benefits?

June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
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