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
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January 29, 2023The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read Now
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When it comes to investing, look ahead instead of in the rearview mirror
January 8, 2023Yin and yang. Salt and pepper. Hall and Oates. Markets and the economy?Read NowThe SECURE Act 2.0: Saving for retirement could be easier
January 29, 2023The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read Now5 facts for investors to consider
January 26, 2023Bond market boom. Housing finding a footing. Europe’s surprise strength. Here are a few compelling market moments for the week.Read NowDebt ceiling drama: What you need to know
January 19, 2023Increased volatility could follow as policymakers work on a deal. Meanwhile, keep the focus on your long-term investment plan.Read NowPhilanthropy trends today: 3 ways to supercharge your impact
January 19, 2023Giving strategies we’re seeing around the world might inspire you.Read Now10 actions to help you take charge of your personal finances
January 18, 2023There’s a lot you might do, right now, to help set yourself up for a good 2023.Read NowWhy semiconductors could be the comeback kings of 2023
January 18, 2023Semiconductors power everything from smartphones to electric vehicles. We think the sector’s battered stocks look primed for recovery.Read NowNew year, new perspective (on your financial future)
January 17, 2023The new year can set the stage for new beginnings. For those of you looking to better manage your finances, here are three strategies rooted in behavioral science.Read NowInflation cools but is growth next?
January 12, 2023The full impact of Fed tightening has yet to be felt, and a pause isn’t likely to negate the slowdown ahead.Read NowWhen it comes to investing, look ahead instead of in the rearview mirror
January 8, 2023Yin and yang. Salt and pepper. Hall and Oates. Markets and the economy?Read Now