Kathleen “Kelley” BergerKathleen “Kelley” BergerInvestment Associate
About Kathleen
Kelley Berger is an Investment Associate with J.P. Morgan Wealth Management. As a member of The Tigma Group, she provides administrative service support for high-net-worth individuals (and their families). Kelley's responsibilities include addressing inquiries, executing trades and wire transfers. She has a reputation for managing day-to-day activities in a steady and experienced manner.
Kelley began her career in 1983 at Ogilvy & Mather working as Executive Assistant to the President for her last three years. With 20 years of experience in financial services, Kelley joined Salomon Smith Barney in 2000 as a Client Associate and then to Morgan Stanley Wealth Management where she developed skills to carefully address individual client's needs.
Kelley joined J.P. Morgan in 2018, drawn to the firm's stellar reputation and executional platforms. She holds FINRA Series 7, 63, and 3 licenses.
Kelley is married with two children and a special rescue dog named Archie.
Insights
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
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For you, is it a "great resignation" or just a "great reset"?
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Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowU.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read NowVacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now