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
3 new ways to give: How effective donors are driving change
October 28, 2024With big bets, advanced technology and innovative partnerships, major donors are helping transform the philanthropy landscape.Read Now
Introducing the 29th edition of J.P. Morgan Asset Management’s Long-Term Capital Market Assumptions
October 25, 2024We step back from the “short-termism” of modern finance to review the bigger picture.Read Now
5 ways to boost your kids’ fraud prevention savvy
October 23, 2024With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read Now
T-minus 75 'til 2025: What every investor should know
October 18, 2024Does your portfolio need a tune-up? Here are a few sound principles to keep in mind.Read Now
The agony & the ecstasy
October 18, 2024The risks and rewards of a concentrated stock position.Read Now
Eye on the Market: The Thucydides cap on the China equity rebound trade
October 17, 2024In this edition of Eye on the Market, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, explains what China’s equity rebounds might mean for participants’ returns.Read Now
The SECURE Act 2.0: Saving for retirement could be easier
October 16, 2024The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read Now
A historical look at Giving Season
October 15, 2024The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Planning finances for a blended family
October 15, 2024The term “blended family” can have different meanings for different people. However, planning can go a long way.Read Now3 new ways to give: How effective donors are driving change
October 28, 2024With big bets, advanced technology and innovative partnerships, major donors are helping transform the philanthropy landscape.Read NowIntroducing the 29th edition of J.P. Morgan Asset Management’s Long-Term Capital Market Assumptions
October 25, 2024We step back from the “short-termism” of modern finance to review the bigger picture.Read Now5 ways to boost your kids’ fraud prevention savvy
October 23, 2024With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowT-minus 75 'til 2025: What every investor should know
October 18, 2024Does your portfolio need a tune-up? Here are a few sound principles to keep in mind.Read NowThe agony & the ecstasy
October 18, 2024The risks and rewards of a concentrated stock position.Read NowEye on the Market: The Thucydides cap on the China equity rebound trade
October 17, 2024In this edition of Eye on the Market, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, explains what China’s equity rebounds might mean for participants’ returns.Read NowThe SECURE Act 2.0: Saving for retirement could be easier
October 16, 2024The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read NowA historical look at Giving Season
October 15, 2024The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowPlanning finances for a blended family
October 15, 2024The term “blended family” can have different meanings for different people. However, planning can go a long way.Read Now