Kathy TweedKathy TweedSenior Client Associate
About Kathy
Kathy Tweed is a Senior Client Associate with J.P. Morgan Wealth Management.
As a member of Portia Culley's Team, she provides operational and customer service support for high-net-worth individuals and families. Kathy's responsibilities include executing trades, fund transfers, Ira distributions, addressing inquiries & wire transfers++.++ She works diligently to deliver an excellent customer experience.
Kathy graduated from Queens College, C.U.N.Y. with a B.A. in Psychology. With 30 years of experience in financial services, she began her career in 1996 at Williams Securities Group as an Administrative Assistant in Corporate Finance. Kathy then moved to Robert W. Baird & Co, Banc Of America Investment Services & Wells Fargo Advisors where she acquired skills to carefully address individual clients' needs. Kathy joined J.P. Morgan in April 2022.
She holds FINRA Series 7, 63, 66, Life, Health & Variable annuity licenses.
Kathy lives in West Palm Beach, Florida. She enjoys spending time with family and friends. She enjoys outside water activities and traveling.
Insights
Investing
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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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Outlook
June 2024 CPI report: Inflation moderates, inching us closer to a rate cut
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How 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 NowOutlook
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 NowWealth Planning
Insight 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 NowWealth Planning
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 NowOutlook
Three 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 NowMarkets
Quick 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 NowMarkets
What’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 NowWealth Planning
Insight 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 NowOutlook
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 Now
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