About Kathleen

Kelley Berger is an Investment Associate at J.P. Morgan Wealth Management.

As a member of The Amato-Waldbauer Group, she provides administrative and customer service support for high-net-worth individuals and families. Kelley's responsibilities include addressing inquiries, preparing financial documents and ad hoc requests. She has a reputation for managing day-to-day activities in a steady and experienced manner.

Kelley began her career in 1983 at Ogilvy & Mather, working as Executive Assistant to the President for her last three years. With 23 years of experience in financial services, she continued her career in 2000 at Salomon Smith Barney as a client associate and then at Morgan Stanley Wealth Management where she acquired skills to carefully address individual clients' needs. She joined J.P. Morgan in 2018.

She holds FINRA Series 7 and 63 securities licenses.

Kelley is married with two children and a special rescue dog named Archie.

Insights

Markets

Differentiating large from small: Firm size and exposure to trade tensions

August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
Outlook

July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue

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Family Legacy

Insight 1: Build and sustain a “great” extended family

July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
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