About Christina

Christina Wolfe is a Vice President and JPMS Business Specialist at J.P. Morgan Wealth Management.

Christina is an integral member of FGF Partners who oversees the team's smooth operations, resulting in a high-quality client experience. She is responsible for a number of initiatives, including leading team meetings, allocating workflow, refining processes and systems, identifying resources within the team and across the organization, and addressing complex client inquiries.

Drawing on an extensive background in trading and account administration, Christina offers first-hand knowledge of best practices—insights that she shares with clients and colleagues alike. Clients appreciate her accessibility and her attentiveness to their needs. Christina, in turn, takes great satisfaction in seeing inquiries to a satisfying conclusion. She enjoys uncovering creative approaches to client requests, embodying a committed work ethic that demonstrates how much she values each relationship.

Prior to moving to J.P. Morgan Wealth Management with her team in 2023, Christina was an Associate Director and Business Practice Manager with First Republic Investment Management, where she worked for more than three years. Earlier, she served as the Director of Operations and Client Services at Hightower Advisors, where she managed daily operations, implemented and executed quarterly portfolio changes, and assisted in the implementation of participant 401(k) plans. Christina's career also includes tenures as a Portfolio Associate with Morgan Stanley and a Client Service Associate with UBS Financial Services. From 1997 – 2000, Christina worked on the floor of the New York Stock Exchange. She began her financial services career in 1994 after earning her B.S. in Finance with a minor in Economics from Western New England University.

Christina has three sons who make her very proud. Her eldest son attends Penn State, while her twins are in high school, keeping Christina busy with their football and cross-country commitments. During her free hours, she likes to work out, visit wineries in Temecula, go paddleboarding and dote on her Shih Tzu, Yoda.

Insights

Wealth Planning

What will you do if you suddenly become rich?

November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read Now
Wealth Planning

A loving gift: The ethical will

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 Now
Outlook

Outlook 2025: Building on Strength | Key Takeaways

November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read Now
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