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

Outlook

5 actions investors can take now

June 14, 2024This week’s macro mania gave us confidence in our Mid-Year Outlook. Investors can respond with a diversified portfolio.Read Now
Outlook

May 2024 CPI report: Inflation may be moderating

June 13, 2024The May 2024 Consumer Price Index report showed that prices continued to moderate from pandemic-era growth, easing worries that inflation might reignite in 2024. Learn more here.Read Now
Outlook

June 2024 Fed meeting: Fed maintains current policy rate and sees only one rate cut in 2024

June 13, 2024The Federal Reserve left rates unchanged for the seventh consecutive meeting and now envisions only one rate cut in 2024. Read more about the implications of the Fed’s latest decision.Read Now
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