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
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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 NowConsumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read NowThe volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read NowMarket whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read NowEmbrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read NowYour concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read NowCan equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.Read Now