About Caroline

Caroline Coen is an Investment Associate with J.P. Morgan Wealth Management.

As a member of Maybach Partners, she helps sophisticated clients pursue their investment and wealth management goals. Utilizing the professional resources of the firm, and thought leadership across various divisions of the bank, Caroline serves as a dedicated resource on market trends. She provides research, reporting, and analysis across asset classes to curate tailored investment advice for clients.

Caroline joined J.P. Morgan in 2023, after beginning her career at Deutsche Bank. In her previous role, as an Investment Management Associate, Caroline provided solutions to ultra-high net worth individuals, family offices, and institutions in the Private Bank.

Caroline earned a B.B.A in Finance from the Cox School of Business at Southern Methodist University. She holds FINRA SIE, Series 7, and 66 licenses. Caroline lives in Manhattan currently, but can provide travel/restaurant recommendations in Connecticut, San Francisco, Dallas, and Miami after living in these places throughout her life.

Insights

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
Markets

Where will tariff rates settle? 3 scenarios explained

April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Sustainability

Debunking the top five sustainable investing myths

April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
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