Heidi HendersonHeidi HendersonClient Associate
About Heidi
Heidi Henderson is a Client Associate at J.P. Morgan Wealth Management.
As an integral member of The PHW Group, Heidi facilitates day-to-day operations, including account opening and maintenance, money movement and client reporting. Her deep experience in implementation has positioned her to manage trade execution on the Portfolio Manager platform. Heidi is a devoted interface, readily available to answer questions and concerns. She serves as a conduit to the full breadth of products and services available at the firm.
Heidi was selected as one of the 2022 J.P. Morgan Chairman's Award honorees. It's incredibly meaningful to be recognized by the firm's leaders for demonstrating exemplary guidance, collaboration, client engagement and community partnership. She plays a significant role in mentoring colleagues in the Chicago branch, representing the broader group of CAs through her leadership as a sub-committee chairperson on the CA Advisory Council.
Over the course of her two-decade career, Heidi spent six years as an S&P futures trader at the Chicago Mercantile Exchange. Looking to expand her background, she transitioned to wealth management at Morgan Stanley. She joined J.P. Morgan in 2016 and is pleased to work with a team that places clients first.
Heidi graduated from Northwestern University with a B.A. in Economics. She holds FINRA series 7, 63 and 66 securities licenses.
Involved in philanthropy, Heidi is a member of the Board of Directors of the Gastro-Intestinal Research Foundation (GIRF), an organization that is personally meaningful to her. In her free time, she enjoys running and trying new restaurants. But her greatest happiness is derived from spending time with family, friends, and her dog, Moose.
Insights
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May 6, 2024The U.S. economy added 175,000 jobs in April, signaling a rebalancing labor market.Read NowMay 2024 Fed meeting: Rates hold steady
May 3, 2024The Federal Reserve held rates steady and described an uncertain path toward rate cuts in 2024. Read more about the implications of the Fed’s latest decision.Read NowMidnight musings: 3 risks keeping us up at night
May 3, 2024Risks abound – from high rates and frothy valuations to election uncertainty. Here’s how investors can stay vigilant.Read NowNerves tested. Are stocks disconnected from reality?
April 26, 2024Growth is solid, not stagnant. Inflation is sticky, not high. Here’s why stocks are so resilient.Read NowEye on the market: Cicadian rhythms
April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read NowFour reasons to consider private credit despite the headlines
April 23, 2024Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.Read Now4 key actions to consider for your portfolio for what’s to come this year
April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read NowIs it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There 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