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

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
Fraud

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
Wealth Planning

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
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.