About Kristen Walmach

As a member of The Reimers Rothe Group, Kristen provides administrative and operational support. Kristen's responsibilities include coordinating the operational aspects of the team, preparing financial documents, executing trades, and addressing inquiries. She works diligently to deliver an excellent client experience and serves as a dedicated resource for all client concerns.

Kristen graduated from Fairleigh Dickinson University with a B.A. in Economics. With more than 30 years of experience in financial services, she began her career at the Royal Bank of Canada as a municipal bond trading assistant and then moved over to her current role. She joined J.P. Morgan in 2013 and is vital to the success of her group.

Kristen holds FINRA Series 7 and 63 securities licenses.

Insights

Markets

Threading the needle: Where markets may be mispricing trade risk

April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read Now
Business Planning

Why cash flow forecasting and succession planning matter

April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Wealth Planning

Building tax-efficient equity exposure

April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
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