About Claire

Claire Eller is a Senior Client Associate with J.P. Morgan Wealth Management. As a member of the Heartfield Weinstein Group, she provides customer service and administrative support for high-net-worth families and entrepreneurs. Claire’s responsibilities include onboarding procedures, ad hoc requests and fund transfers. She works diligently to deliver an excellent customer experience. Claire graduated from Penn State University with a degree in Industrial and Management Systems Engineering. With over 20 years of experience in financial services, she began her career at Shearson Lehman as a Financial Consultant in New York City. Claire then moved to Bear Stearns where she was an Associate Director in the Private Client Division. She joined J.P. Morgan in 2020 with the Heartfield Weinstein Group. She holds FINRA Series 3, 7, 63, 66 and Insurance licenses. Claire is an active member of her church, Highland Park United Methodist. She enjoys playing mahjong, pickle ball and attending spin class.

Insights

Investing

November Wrapped

December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
Wealth Planning

We need to talk:  Communicating your estate plan with your family

November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Investing

Market Thoughts: We've never seen a cycle like this before

November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
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