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Kelly BraitKelly Brait, CFP®Investment Associate
About Kelly
Kelly Brait is an Investment Associate at J.P. Morgan Wealth Management.
As a member of the McPharlin Cooper Group, she delivers tailored and comprehensive financial plans for the benefit of high-net-worth individuals, business owners, C-suite executives, entrepreneurs and other successful professionals.
Recognizing that each client has unique needs, Kelly utilizes an assessment process and invests time to uncover and understand specific requirements and objectives. She integrates these inputs with the vast capabilities of the firm to create appropriate strategies that care for individualized liquidity needs, risk and return parameters and time horizons. Kelly synthesizes information and provides both up- and down-side considerations to help clients through the financial decision-making process. With an energetic passion for nurturing strong client relationships, she constructs each plan in a bespoke fashion.
Kelly attended Dartmouth University where she played varsity soccer and earned a B.A. in Economics. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and is empowered to develop wealth management strategies that target short- and long-term goals.
Kelly spent one year in market research and consultancy before joining Merrill Lynch and the team in 2015. Together, they transitioned to J.P. Morgan in 2018 to bring direct access to investment solutions that cover a range of requirements including residential and commercial lending.
Committed to giving back, Kelly participated in a relief mission in Uganda to bring a joyful soccer experience to local youths. She continues to play recreationally several times a week. In her free time, Kelly enjoys traveling with family and friends and exploring all that Chicago has to offer.
CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by Certified Financial Planner Board of Standards, Inc.
Insights
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Eye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now![](http://dynl.mktgcdn.com/p/wDELH1aJpGBL6J7DgtSuFJWnBTKkvqiCSExDYKZ1POg/1440x810.jpg)
Insight 7: Develop a capable and committed rising generation
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Insight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now![](http://dynl.mktgcdn.com/p/SHcPxXVY8jbnebhU2jlL0T-h_nSxFgjqlP-FwvyklIs/1440x810.jpg)
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July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now![](http://dynl.mktgcdn.com/p/4oA8jEMFLQfrKeYKAgcvnoIBB1rLX0KaIk5fAt3jhYw/1440x810.jpg)
Insight 5: Continually evolve and renew the ownership portfolio
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Insight 7: Develop a capable and committed rising generation
July 23, 2024Members 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![](http://dynl.mktgcdn.com/p/fgh6-C8oTW32reZr0YP-2Ctp4ql6Wpw_-7_U40yPlIM/1440x810.jpg)
Insight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now![](http://dynl.mktgcdn.com/p/SHcPxXVY8jbnebhU2jlL0T-h_nSxFgjqlP-FwvyklIs/1440x810.jpg)
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What’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now![](http://dynl.mktgcdn.com/p/4oA8jEMFLQfrKeYKAgcvnoIBB1rLX0KaIk5fAt3jhYw/1440x810.jpg)
Insight 5: Continually evolve and renew the ownership portfolio
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