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

Markets

5 things on the horizon for 2025

December 6, 2024From AI infrastructure to the labor market, here’s what interests us about the year ahead.Read Now
Wealth Planning

Selecting the right assets to give to charity

December 5, 2024If you plan on charitable giving, knowing how to choose the right assets to gift may help you maximize the value of your donations.Read Now
Business

Understanding business entities

December 5, 2024If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read Now
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