Marisa McCallumMarisa McCallum, CRPC®Vice PresidentRelationship Manager
About Marisa
Marisa McCallum is a Vice President and Relationship Manager at J.P. Morgan Wealth Management.
Marisa joined J.P. Morgan in 2023 with her colleagues after 15 years spent working beside them—first at Merrill Lynch and most recently, First Republic.
Throughout her career, Marisa has cultivated deep and lasting relationships with clients and their family members. In addition to managing the group's operations, Marisa serves as the "point person" for many of the group's longtime clients—managing urgent requests, answering questions, and addressing important issues. Given her years of experience developing the group's high-touch service model, she is also tasked with mentoring newer team members.
Following in the footsteps of her mother who worked at Merrill Lynch for many years, Marisa pursued a financial services career and graduated with honors from The University of Connecticut, majoring in International Business and Spanish.
Marisa holds the Chartered Retirement Planning CounselorSM (CRPC®) designation and a place in her heart for staying fit—with daily indoor spinning and high-intensity interval training classes. She is also a Pittsburgh Steelers fan who resides in Stamford, Connecticut, with her husband and 15-year-old cat, Marcello.
Chartered Retirement Planning CounselorSM or CRPC® are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College.
Insights
Private credit: Promising or problematic?
July 18, 2025Though it carries some risk, private credit can deliver strong returns with good management. Here’s where we see potential.Read Now
Don’t sell America – bet on it
July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read Now
The 5 stages of managing a new inheritance
July 17, 2025There are five key stages along the path to successfully managing an inheritance. Read on for tips on navigating each.Read Now
How to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now
June 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now
3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read Now
Think before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read Now
AI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
A half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read NowPrivate credit: Promising or problematic?
July 18, 2025Though it carries some risk, private credit can deliver strong returns with good management. Here’s where we see potential.Read NowDon’t sell America – bet on it
July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read NowThe 5 stages of managing a new inheritance
July 17, 2025There are five key stages along the path to successfully managing an inheritance. Read on for tips on navigating each.Read NowHow to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read NowJune 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read NowThink before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read NowAI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowA half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now