Caitlin BarilloCaitlin BarilloAssociateClient Associate
About Caitlin
Caitlin Barillo is an Associate and Client Associate at J.P. Morgan Wealth Management.
As a member of Maybach Partners, Caitlin provides operational and administrative support for individual and institutional clients. Caitlin's responsibilities include onboarding procedures, addressing client inquiries, monitoring transactions and ad hoc requests. Caitlin has been a dedicated client service assoicate at J.P. Morgan for nearly 7 years. She enjoys building impactful relationships with clients and works diligently to deliver an excellent experience.
With over 10 years of experience in financial services, began her career at Woodforest. Prior to joining Maybach Partners at J.P.Morgan, Caitlin previously spent 7 years providing investment and administrative support to a former J.P. Morgan group, both at J.P. Morgan and First Republic.
She holds FINRA Series 6, 7 and 63 securities licenses.
Insights
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May 29, 2026Markets remain priced for persistent risk, but if tensions with Iran ease, investors could rotate toward unloved and less-owned sectors and regions.Read NowWealth Planning
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May 26, 2026Learn more about what influences borrowers to leverage different portfolio lines of credit, from seasonal themes to personal financial goals.Read NowRetirement
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May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read NowFamily Legacy
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