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
30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read Now
Beware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read Now
Helping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now
Losing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read Now
What to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read Now
A shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now
'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read Now
A historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Estate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read NowBeware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowLosing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read NowWhat to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read NowA shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read NowA historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowEstate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now