Bella KlinowskiBella KlinowskiSenior Client Associate
About Bella Klinowski
Bella Klinowski is a Senior Client Associate at J.P. Morgan Wealth Management.
As a member of The Resnick Group, she provides operational and customer service support for high-net-worth individuals, families and institutions. Bella's responsibilities include onboarding procedures, fund transfers and ad hoc reporting. She works diligently to deliver an excellent customer experience.
Bella graduated from Indiana University with a B.S. in Finance. With two years of experience in financial services, she began her career in 2022 at J.P. Morgan Chase as a Finance and Business Management Analyst.
Bella lives in Streeterville and loves living in downtown Chicago, having grown up in the suburb of Naperville. Outside of work, Bella stays active by going for runs on the lakefront path and taking dance classes at studios in the city.
Insights
Outlook
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January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read NowRetirement
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowInvesting
Selling stock under a 10b5-1 plan
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January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read NowRetirement
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowInvesting
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read NowWealth Planning
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowWealth Planning
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January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
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