Katie CashKatie CashVice PresidentBusiness Management Specialist
About Katie
Katie Cash is a Vice President and Business Management Specialist at J.P. Morgan Wealth Management.
As a recent addition to the GC Group, Katie plays an integral part in managing relationships with the team's valuable mix of high-net-worth individuals and families. Her focus is on overseeing the day-to-day operations of the team and its organizational vision. With a reputation as a problem solver, Katie develops methods and procedures that focus on critical functions to help ensure the efficient and consistent delivery of excellent customer service. She is highly invested in ensuring that clients have a first-rate experience at every point of contact, and her business management and organizational skills are critical to the group's success.
Katie's career spans a decade, in which she spent the majority of that time at J.P. Morgan. Her background is grounded in compliance, onboarding, KYC and other initiatives, which inform her client-facing perspective.
A native New Yorker, Katie attended the prestigious Marymount School in Manhattan. She is a graduate of Lafayette College, earning a B.A. in International Relations and Affairs. While in school, Katie studied in Barcelona, Spain, through the school's language and cultural immersion program. She holds FINRA Series 7 and 66 securities licenses.
Katie currently lives in Port Washington. To relax, she enjoys weekends in Montauk, reading on the beach, and spending time with her family. Katie is a long-time participant in the Tunnel to Towers 5K, a foundation focusing on financial support for the nation's greatest heroes. She also has a special place in her heart for the Special Olympics.
Insights
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