Katherine RyanKatherine RyanClient Associate
About Katherine
Katherine Dossee Ryan is a Client Associate at J.P. Morgan Wealth Management.
Katherine provides administrative support and operational assistance to clients of The Rutledge Custodio Team, helping them enjoy greater ease and simplicity in managing their financial affairs. Organized by nature, she is skilled in seeing inquiries to a satisfying conclusion, keeping clients closely apprised of her work on their behalf. To each relationship, Katherine brings a perceptive understanding of each client's preferences, catering to their needs through a highly personalized approach.
Within the team, Katherine holds a range of responsibilities, including new account onboarding, money movement, customized reporting, spending analysis, meeting coordination, and special projects. A warm and welcoming presence in the office, she develops genuine relationships that deepen over time, demonstrating how much she values each person or family. Katherine takes pride in completing her work thoroughly and well, advancing sustained progress toward client goals.
Prior to moving to J.P. Morgan Wealth Management with her team in 2023, Katherine served as a Client Service Associate with First Republic Private Wealth Management. Her career also includes tenures as a Private Wealth Client Associate with Merrill Private Wealth Management and as an Office Manager for Lazard Asset Management in San Francisco. Katherine has worked in wealth management since 2007.
Katherine earned her B.A. from San Francisco State University. She holds FINRA Series 7 and 66 securities licenses.
Active in her community, Katherine is committed to volunteering with organizations aimed at assisting the elderly and homeless populations across the San Francisco Bay Area.
Katherine and her husband, Doug, have three adult daughters who make them very proud.
Insights
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April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read Now
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April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read NowThe art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowA balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhen disaster strikes: How to give with intention and impact
April 2, 2026After 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 NowWhy cash flow forecasting and succession planning matter
March 30, 2026As 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 NowThe global rates repricing: will central banks actually hike?
March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowCommon financial milestones women experience throughout their lives
March 24, 2026Many 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