Kelly EpsteinKelly EpsteinExecutive DirectorWealth Advisor
LinkedInAwards and Industry Recognition
Forbes
About Kelly
Kelly Epstein is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Advisor.
She serves and supports the investment management and financial planning needs of high-net-worth clients and multigenerational families.
Kelly structures portfolios based on a detailed analysis of her clients' risk guidelines, leveraging the resources of J.P. Morgan's open architecture platform to construct tailored portfolios designed to meet their specific goals. She selects investments from an array of exchange-traded funds, mutual funds, money managers, hedge funds and private equity firms, augmented by the firm's industry-leading thought leadership and investment services.
Kelly helps connect the elements of a client's financial picture. Her approach encompasses financial services, from banking products, such as checking account and credit cards, to mortgages, asset-based lending and lines of credit. As part of J.P. Morgan, she is able to deliver a high degree of financial connectivity. Kelly utilizes 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 also works diligently with her clients' professional networks of CPAs and attorneys to provide sound strategic planning.
Kelly has more than 21 years of financial services experience. She began her career at American Express (1991–1994), and later moved to Morgan Stanley as a Wealth Advisor (1994–1998). She joined Bear Stearns, J.P. Morgan' predecessor firm, in 1998, and transitioned to her present role in 2008.
Kelly graduated from Bowling Green State University with a B.A. in Business and Spanish. Her professional activities include serving as an arbitrator for FINRA and as past President of the Chicago Corporate Responsibility Group and Rebuilding Together Metro Chicago. A native of South Bend, Indiana, Kelly and her husband, Jim, an appellate court judge, live in Wilmette, Illinois, with their two children, Sam and Annie, and have a vacation home in La Quinta, California. Besides staying busy with her children's hockey and soccer activities, Kelly is an avid golfer. She is a Director for Western Golf Association/Evans Scholars Foundation and is on the Women's Board of the Ravinia Festival. She also volunteers with Chicago's Steppenwolf Theatre and the Daniel Murphy Scholarship Fund.
Insights
The defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read Now
When disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Why cash flow forecasting and succession planning matter
March 30, 2026As 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
The global rates repricing: will central banks actually hike?
March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Common financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now
How to think about market volatility
March 23, 2026When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions are as rational and well-informed as possible.Read Now
Fed holds rates steady in March 2026: What investors can watch for next
March 20, 2026Rates stayed put at the Fed’s March 2026 meeting. Learn what the latest inflation and employment data signals about the Fed’s next move.Read Now
Stock-based compensation and the Section 83(b) election
March 20, 2026If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhen disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowWhy cash flow forecasting and succession planning matter
March 30, 2026As 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 NowThe global rates repricing: will central banks actually hike?
March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowCommon financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read NowHow to think about market volatility
March 23, 2026When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions are as rational and well-informed as possible.Read NowFed holds rates steady in March 2026: What investors can watch for next
March 20, 2026Rates stayed put at the Fed’s March 2026 meeting. Learn what the latest inflation and employment data signals about the Fed’s next move.Read NowStock-based compensation and the Section 83(b) election
March 20, 2026If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read Now