About Karoline

Karoline Humphries is an Investment Associate with J.P. Morgan Wealth Management. As an integral member of the Sheets Green Group, Karoline manages and oversees all team operations such as client servicing, portfolio implementation, quality control and financial modeling. She has a reputation for building lasting relationships with clients and takes a leadership role in delivering exceptional service.

With over 16 years of experience in financial services, Karoline began her career in 2005 at Bernstein Private Wealth Management. During her tenure there, she developed her knowledge across the investment landscape, including asset allocation, tax strategies and ongoing portfolio review. Her attention to detail and exceptional communication skills quickly made her an invaluable member of Chris and Forrest's team. In addition to her individualized responsibilities, Karoline was chosen to participate in firm-wide enhancements to the national associate training program, the alternative investment platform and new technology rollouts. In 2018, she transitioned to J.P. Morgan with the team.

A graduate of Rice University, Karoline earned a B.M. and an M.M. in Music Performance. She holds FINRA Series 7, 63 and 66 licenses.

Karoline, her husband Kyle, son Evan, and daughter Skylar live in Houston. Away from the office, she continues to be involved in the arts community and enjoys traveling with her family.

Insights

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