
Katie LennonKatie LennonExecutive Director, Custom Lending Specialist, Head of Custom Lending
About Katie
Katie Lennon is an Executive Director and the Head of Custom Lending at J.P. Morgan Wealth Management.
Katie manages the Custom Lending portfolio, leading a team of Specialists who consult with Advisors and their high-net-worth clients to address complex credit needs. Her focus is on helping navigate the end-to-end credit request process from origination and structuring through booking and funding, as well as the annual review process.
The Custom Lending team assesses a client's full financial picture and debt capacity, offering monetization strategies and products to meet their liquidity objectives. The product suite includes secured loans backed by concentrated stock, hedge funds and alternative investments, art, aircraft and yacht financing, life insurance premium financing, full-recourse commercial real estate financing and unsecured loans. The team also assists with non-traditional wealth management borrower/entity clients.
Katie joined J.P. Morgan in 2021. Previously, she spent 16 years at UBS covering tailored and specialty loans for ultra-high-net-worth clients. There, she served in various origination, underwriting and credit risk roles. Katie was a Senior Tailored Lending Specialist covering the Western and Central Regions, and led the launch of the Private Stock Loan product, serving as the Specialist for that product nationwide. She also served as the Head of Credit Risk for the UBS U.S. Private Bank and the Local Head of Credit Risk for UBS Bahamas Ltd., where she was responsible for risk decisioning, review and oversight of credit exposures derived from those booking centers. She gained experience in multi-jurisdiction and cross-border risk issues through international assignments in Singapore and the Bahamas.
A graduate of the Boston College Carroll School of Management, Katie holds a B.S. in Finance with a minor in Art History. She holds FINRA Series 7 and 66 securities licenses.
Katie resides in Mill Valley, CA, with her husband and two small children. When time allows, she enjoys travel, hiking, cooking and interior design projects.
Insights

Don’t sell America – bet on it
July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read Now
June 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now
How to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now
3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read Now
AI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Think before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read Now
Protect your passion: Make the most of your car collection
July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read Now
A half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now
5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Don’t sell America – bet on it
July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read Now
June 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now
How to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now
3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read Now
AI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Think before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read Now
Protect your passion: Make the most of your car collection
July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read Now
A half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now
5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now