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
How business owners can incorporate bonuses into annual planning
April 2, 2025Providing bonuses can be a great way to boost employee satisfaction. Read some tips on rewarding the employees that make your company tick without wrecking your budget.Read Now
Stock-based compensation and the Section 83(b) election
April 2, 2025If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read Now
Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption
March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
What is the Social Security Fairness Act and how will it impact Social Security benefits?
March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
How to think about market volatility
March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
The 20th century expansion of women in banking
March 26, 2025Banking services for women transformed throughout the 1900s. As banks came to recognize women’s financial power, offerings catering to women rapidly expanded.Read Now
Common financial milestones women experience throughout their lives
March 25, 2025Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now
How to enhance the yield on your excess cash
March 24, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read NowHow business owners can incorporate bonuses into annual planning
April 2, 2025Providing bonuses can be a great way to boost employee satisfaction. Read some tips on rewarding the employees that make your company tick without wrecking your budget.Read NowStock-based compensation and the Section 83(b) election
April 2, 2025If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read NowNavigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption
March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read NowWhat is the Social Security Fairness Act and how will it impact Social Security benefits?
March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read NowHow to think about market volatility
March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read NowThe 20th century expansion of women in banking
March 26, 2025Banking services for women transformed throughout the 1900s. As banks came to recognize women’s financial power, offerings catering to women rapidly expanded.Read NowCommon financial milestones women experience throughout their lives
March 25, 2025Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read NowHow to enhance the yield on your excess cash
March 24, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read Now