Christina WolfeChristina WolfeVice PresidentBusiness Management Specialist
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
Why cash flow forecasting and succession planning matter
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Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
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Debunking the top five sustainable investing myths
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When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
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5 thoughts on the market’s tariff tantrum
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U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
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Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read NowWhy cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowBuilding tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read NowWhere will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read NowDebunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read NowWhen disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowBuilding up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowU.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read NowPlanning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now