Caitlin BarilloCaitlin BarilloAssociateClient Associate
About Caitlin
Caitlin Barillo is an Associate and Client Associate with J.P. Morgan Wealth Management.
As a member of Maybach Partners, Caitlin provides operational and administrative support for individual and institutional clients. Caitlin's responsibilities include onboarding procedures, addressing client inquiries, monitoring transactions and ad hoc requests. Caitlin has been a dedicated client service assoicate at J.P. Morgan for nearly 7 years. She enjoys building impactful relationships with clients and works diligently to deliver an excellent experience.
With over 13 years of experience in financial services, began her career at Woodforest. Prior to joining Maybach Partners at J.P.Morgan, Caitlin previously spent 7 years providing investment and administrative support to a former J.P. Morgan group, both at J.P. Morgan and First Republic.
She holds FINRA Series 6, 7 and 63 securities licenses.
Insights
Markets and Economy
30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
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Wealth Planning
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Wealth Planning
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Family Legacy
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Markets and Economy
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Wealth Planning
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October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read NowMarkets and Economy
30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read NowWealth Planning
Beware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read NowFraud
Helping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowWealth Planning
Losing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read NowFamily Legacy
What to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read NowMarkets and Economy
A shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read NowMarkets and Economy
'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read NowFamily Legacy
A historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowWealth Planning
Estate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now
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