Christine FongChristine FongInvestment Specialist
About Christine
Christine is an Investment Specialist with J.P. Morgan Wealth Management.
In her role, she works closely with the various strategists, asset class leaders, and product professionals across the firm to bring the vast investable universe of J.P. Morgan into digestible strategies for clients. Christine supports advisors with implementing different products based on clients' individual needs and goals. She also takes an active role in the construction and allocation of client portfolios.
Christine has held a variety of roles at J.P. Morgan, most recently as an Investment Associate for a wealth management team, where she served as a research/ portfolio analyst on several investment strategies. She has also spent time in roles focused on transitioning and onboarding new advisors and their clients to the firm. Before joining J.P. Morgan, Christine worked in the hospitality industry. Born in Hong Kong, she reads and speaks Cantonese and Mandarin. Christine is a graduate of Baruch College and has a B.B.A. in Finance.
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
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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
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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
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January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowWealth Planning
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