McKenna WhitneyMcKenna WhitneyClient Associate
About McKenna
McKenna Whitney is a Client Associate at J.P. Morgan Wealth Management.
As a member of the SGH group, McKenna provides administrative and customer service support for clients. Her responsibilities include leading marketing initiatives, providing quality client communication and engagement, and supporting the team’s daily operational tasks.
McKenna Graduated from Texas Christian University with a B.S. in Psychology and a minor in Business. Upon graduation, she continued her studies by earning a certificate in artificial intelligence within business strategy from MIT’s Sloan School of Management and passing FINRA’s Securities Industry Essentials exam.
In her free time, McKenna enjoys traveling, spending time with friends and family, and immersing herself in Houston’s food scene.
Insights
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The value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowWealth Planning
J.P. Morgan Summer Reading List 2026
May 18, 2026Step back, recharge and find inspiration. Discover fresh ideas and renewed energy with J.P. Morgan’s Summer Reading List 2026.Read NowRetirement
Helping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read NowFamily Legacy
Family wealth services: Building in a more holistic approach to wealth management
May 18, 2026With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowFamily Legacy
How parents can create financially independent adults
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The U.S.-China relationship: A new equilibrium
May 15, 2026Diminished uncertainty could curb shocks and sharpen China and emerging-market opportunities.Read NowMarkets and Economy
Kevin Warsh is the new chair of the Federal Reserve: Here’s what that could mean for markets and investors in 2026
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Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026
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