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
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June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
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June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
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