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
Investing
A guide to alternative investments: What they are and how they work
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Wealth Planning
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Wealth Planning
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Family Legacy
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Investing
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November 9, 2026Learn what alternative investments are, how they work, and the potential benefits and risks to consider before adding alternatives to your portfolio.Read NowMarkets and Economy
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November 5, 2026An ethical will (legacy letter) helps you share values and life lessons. It’s written by you – not a legal document – and can complement your estate plan.Read NowWealth Planning
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November 4, 2026When families don’t discuss an estate plan, heirs may be left with unanswered questions and unexpected responsibilities. Here’s how to start the conversation.Read NowWealth Planning
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November 4, 2026As you prepare for your wedding, talk with your soon-to-be spouse about your financial goals and review key considerations, from prenuptial agreements to employee benefits and estate planning.Read NowMarkets and Economy
The Federal Reserve isn't the only central bank to hike rates in 2026: What global tightening means for investors
November 4, 2026Several major central banks around the world have raised interest rates in 2026, including the Bank of Japan, European Central Bank and others. Learn how global tightening can affect yields, costs and portfolios.Read NowFamily Legacy
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November 4, 2026The buy-borrow-die approach may help you save on capital gains taxes and preserve wealth for your heirs. Learn about the benefits and risks.Read Now
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