About Christopher

Chris Wren is a Investment Associate with J.P. Morgan Wealth Management. As a member of the Koch & Walters Group, he provides operational and administrative support for the team’s high-net-worth client base. Christopher’s responsibilities include onboarding procedures, fund transfers, monitoring transactions and research. Chris graduated from Colgate University with a bachelor’s degree in Economics. He is dedicated to making himself available to clients and has developed skills to carefully address individual client’s needs. Chris was a member of the rugby team at Colgate, and continues to play in tournaments in the tri-state area throughout the year. He also enjoys to travel, having been to over 40 states and 25 countries. Additionally, he is very involved in the UNICEF community and has participated in field trips and month-long excursions to Brazil, Ethiopia, and Kenya.

Insights

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Investing

Selling stock under a 10b5-1 plan

January 15, 2026If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Family Legacy

New J.P. Morgan research sheds light on the wealth dialogue between generations

January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read Now
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Wealth Planning

Providing for children with special needs

January 15, 2026It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read Now
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