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
Is it all one big AI trade?
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Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
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AI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
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July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
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July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read NowIs it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowInsight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowWhat to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowAI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowFed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read Now