Kelsey GoodKelsey GoodVice PresidentInvestment Associate
About Kelsey
Kelsey Good is a Vice President with J.P. Morgan Wealth Management.
Kelsey Good has worked with ultra-high-net-worth families with the O'Callaghan Thomas team for 16 years, overseeing the structure, management, and delivery of an outstanding service experience for the team's clients as the Chief Relationship Officer for the group. Kelsey also plays a central role in the team's marketing efforts and oversees strategic client reporting.
Kelsey started her career with the team in 2007 at Lehman Brothers as a senior client service associate covering the majority of client accounts. During her time at Lehman Brothers, Kelsey managed client relationships as well as execution for the team trading strategy. She was recruited to Morgan Stanley in 2008 along with the team, specializing in client reporting and overseeing relationship management.
Kelsey has a Bachelor's Degree in Finance from the University of Colorado, Boulder Leeds School of Business.
Insights
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November 22, 2024We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.Read NowMarkets
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November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowWealth Planning
Planning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowWealth Planning
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November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowWealth Planning
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November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowOutlook
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November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowWealth Planning
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November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now
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