Carrie PortCarrie PortInvestment Associate
About Carrie
Carrie Port is an Investment Associate at J.P. Morgan Wealth Management.
Carrie works closely with clients to provide detailed solutions for complex questions, advancing their priorities through integrated strategy and advice. Combining her analytical strengths with her passion for helping people, Carrie is accustomed to navigating the distinctive opportunities and challenges of an accomplished clientele, providing them with the guidance they need to make informed decisions about the scope and direction of their financial lives.
Carrie works in concert with her colleagues to deliver a differentiated level of responsiveness and guidance. Within the team, her areas of focus include investment operations and trading, risk assessment, compliance facilitation, fiduciary oversight, team management, and special projects. A capable multi-tasker, she excels in taking on demanding assignments and seeing them through to a satisfying conclusion. Carrie believes that clients appreciate her follow-through and her ability to expedite pathways to their objectives, charting a way forward while balancing a hierarchy of needs.
Clients look to Carrie and her team for portfolio design, financial planning, generational stewardship, and integrated wealth advice that can have a significant impact on their aspirations and ambitions. Carrie is proud that her team is able to contribute directly to client success, delivering the personalized and practical assistance that can cement a family's legacy.
Throughout the course of her career, Carrie has welcomed additional responsibilities and leadership roles. She began her financial services career in 2015 at ITG, a fintech firm specializing in trading technology, where she was an Analyst. In 2019, Carrie joined First Republic Bank, ultimately becoming an Associate Director and Client Relationship Analyst. Four years later, Carrie moved to J.P. Morgan Wealth Management with her team. She earned her B.A. in Business and Psychology with a minor in Economics from the University of Pittsburgh. Carrie holds FINRA Series 7, 63, and 65 securities licenses.
Carrie lives in New York City near Gramercy Park. In her free time, she enjoys reading, watching documentaries, traveling, and taking advantage of all the amazing things the city has to offer.
Insights
How AI can boost productivity and jump start growth
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Eye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now
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Insight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
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July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read Now
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June 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read NowHow AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read NowEye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowInsight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowInsight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowThree big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowQuick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowWhat’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowInsight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now