About Karoline

Karoline Humphries is a Vice President and Investment Associate at 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 plays an influential role in delivering exceptional service.

Karoline began her career 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 The Sheets Green Group.

In 2018, Karoline and the team transitioned to J.P. Morgan, where she blends the strength of her background in traditional and alternative investments with the platforms and services of an industry leader, including banking, lending and business development as a value-added benefit for clients. Having been in the industry for almost two decades, Karoline's favorite part of her role is the opportunity to work with multigenerational clients that span grandparents and parents down to the youngest family members.

In her leadership capacity, Karoline proudly Chairs the JPMA Client Associate Council, which was founded by Phil Sieg, the CEO of J.P. Morgan Advisors. The council consists of a group of top Client Associates across the firm, selected to champion key initiatives and collaborate with J.P. Morgan partners to establish strategic approaches that target the best client experience possible.

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 securities licenses.

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

Insights

Markets

Higher rates, lower logic

June 18, 2024In the heat of the moment, when the pressure is on, and you don’t have – or take – the time to reflect, you revert to our instinctive, fight-or-flight, highly-biased thinking fast. What does that mean in a rapidly changing environment?Read Now
Wealth Planning

Here’s why you still don’t have a will – or haven’t kept the one you do have up to date

June 18, 2024The reasons most people put off signing a will are complex and personal. But after you read this, you could be ready.Read Now
Business

Business succession planning: Building an effective team

June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
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