Carrie PortCarrie PortInvestment Associate
About Carrie
Carrie Port is an Investment Associate at J.P. Morgan Wealth Management.
Carrie works closely with clients to provide detailed solutions for complex questions, advancing their priorities through integrated strategy and advice. Combining her analytical strengths with her passion for helping people, Carrie is accustomed to navigating the distinctive opportunities and challenges of an accomplished clientele, providing them with the guidance they need to make informed decisions about the scope and direction of their financial lives.
Carrie works in concert with her colleagues to deliver a differentiated level of responsiveness and guidance. Within the team, her areas of focus include investment operations and trading, risk assessment, compliance facilitation, fiduciary oversight, team management, and special projects. A capable multi-tasker, she excels in taking on demanding assignments and seeing them through to a satisfying conclusion. Carrie believes that clients appreciate her follow-through and her ability to expedite pathways to their objectives, charting a way forward while balancing a hierarchy of needs.
Clients look to Carrie and her team for portfolio design, financial planning, generational stewardship, and integrated wealth advice that can have a significant impact on their aspirations and ambitions. Carrie is proud that her team is able to contribute directly to client success, delivering the personalized and practical assistance that can cement a family's legacy.
Throughout the course of her career, Carrie has welcomed additional responsibilities and leadership roles. She began her financial services career in 2015 at ITG, a fintech firm specializing in trading technology, where she was an Analyst. In 2019, Carrie joined First Republic Bank, ultimately becoming an Associate Director and Client Relationship Analyst. Four years later, Carrie moved to J.P. Morgan Wealth Management with her team. She earned her B.A. in Business and Psychology with a minor in Economics from the University of Pittsburgh. Carrie holds FINRA Series 7, 63, and 65 securities licenses.
Carrie lives in New York City near Gramercy Park. In her free time, she enjoys reading, watching documentaries, traveling, and taking advantage of all the amazing things the city has to offer.
Insights
Past, present, future: Here’s where we stand
November 22, 2024We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.Read Now
The impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
Planning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now
Custodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read Now
A loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read Now
What will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read Now
Outlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read Now
We need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Your house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowPast, present, future: Here’s where we stand
November 22, 2024We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.Read NowThe impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowPlanning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowCustodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read NowA loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowWhat will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowOutlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowWe need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowYour house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now