Kevin CastilloKevin CastilloClient Associate
About Kevin
Kevin Castillo is a Client Associate with J.P. Morgan Wealth Management.
As a member of Hernan Lautersztein's team, he provides customer service and account support for high-net-worth individuals and their families, institutional clients and entrepreneurs. Kevin's responsibilities include onboarding procedures, wire transfers, executing trades, addressing inquiries and ad hoc requests. He has a reputation for managing day-to-day activities in a steady and experienced manner.
Kevin graduated with honors from Rutgers University – New Brunswick with a B.S. in Accounting and minor in Economics. He started his career in 2016 at J.P. Morgan working across various lines of businesses and teams, gaining a wealth of experience and passing his Certified Public Accountant (CPA) exams and Chartered Financial Analyst (CFA) Level 1 exam. He transitioned to his present role in 2022 and is a key part of the group. He also holds FINRA Series 7 and Series 66 licenses.
He lives in West New York, New Jersey and in his free time, he enjoys going to the gym, reading, and traveling whenever possible. He also likes to eat out and spend time discovering new restaurants in the city.
Insights
Markets and Economy
Inflation, yields and equities: When does the pressure actually matter?
October 16, 2026Equities have remained resilient despite elevated inflation and higher yields. Earnings may determine how long that resilience lasts.Read Now
Wealth Planning
6 year-end strategies to consider
October 16, 2026As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2026 and beyond.Read Now
Markets and Economy
Are Fed officials changing their tone ahead of October’s FOMC meeting? Here’s what they’re saying
October 12, 2026Several Fed officials have struck a more hawkish tone in speeches ahead of October’s FOMC meeting. Here's what they're saying, what the dot plot suggests, and the key dates and reports that could shift expectations.Read Now
Markets and Economy
What risks? Earnings are up and to the right
October 9, 2026Earnings strength is spreading beyond the handful of mega-cap names that have dominated index-level returns.Read Now
Markets and Economy
Oil prices in 2026: How are WTI crude and Brent crude performing so far this year? Why does it matter for investors?
October 7, 2026Oil prices have been high in 2026 as supply risks and demand expectations collided. Learn what’s driving WTI and Brent crude – and why oil matters for inflation, rates and markets.Read Now
Family Legacy
Make philanthropy a family affair
October 7, 2026Explore ways to engage younger generations in philanthropy – and make giving a family tradition.Read Now
Retirement
Why a 401(k) and high-yield savings account may not be enough
October 6, 2026Maxing out your 401(k) contributions is a good start, but long-term investing shouldn’t stop there. Learn more here.Read Now
Investing
Securities-based lending strategies: Understanding fixed vs. floating rates
October 6, 2026While promotional offers may let you lock in seemingly attractive rates on loans against your portfolio, it’s important to consider all the conditions beyond just the headline rate.Read Now
Markets and Economy
A calm index, a restless market
October 2, 2026As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.Read NowMarkets and Economy
Inflation, yields and equities: When does the pressure actually matter?
October 16, 2026Equities have remained resilient despite elevated inflation and higher yields. Earnings may determine how long that resilience lasts.Read NowWealth Planning
6 year-end strategies to consider
October 16, 2026As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2026 and beyond.Read NowMarkets and Economy
Are Fed officials changing their tone ahead of October’s FOMC meeting? Here’s what they’re saying
October 12, 2026Several Fed officials have struck a more hawkish tone in speeches ahead of October’s FOMC meeting. Here's what they're saying, what the dot plot suggests, and the key dates and reports that could shift expectations.Read NowMarkets and Economy
What risks? Earnings are up and to the right
October 9, 2026Earnings strength is spreading beyond the handful of mega-cap names that have dominated index-level returns.Read NowMarkets and Economy
Oil prices in 2026: How are WTI crude and Brent crude performing so far this year? Why does it matter for investors?
October 7, 2026Oil prices have been high in 2026 as supply risks and demand expectations collided. Learn what’s driving WTI and Brent crude – and why oil matters for inflation, rates and markets.Read NowFamily Legacy
Make philanthropy a family affair
October 7, 2026Explore ways to engage younger generations in philanthropy – and make giving a family tradition.Read NowRetirement
Why a 401(k) and high-yield savings account may not be enough
October 6, 2026Maxing out your 401(k) contributions is a good start, but long-term investing shouldn’t stop there. Learn more here.Read NowInvesting
Securities-based lending strategies: Understanding fixed vs. floating rates
October 6, 2026While promotional offers may let you lock in seemingly attractive rates on loans against your portfolio, it’s important to consider all the conditions beyond just the headline rate.Read NowMarkets and Economy
A calm index, a restless market
October 2, 2026As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.Read Now
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