Kathy FortoulKathy FortoulClient Associate
About Kathy
Kathy Fortoul is a Client Associate at J.P. Morgan Wealth Management.
In her forward-facing role on The Lynch Inserra Kaufman Team, Kathy strives to provide exceptional client service and operational support, and is a vital contributor to the team's success. She ensures efficient communication, serves as a primary point of contact for clients and facilitates tasks including account openings, transfers, check issuance and journal upkeep.
Kathy leverages 43 years of financial services experience to bring a seasoned perspective and proactive approach to anticipate client needs and help build lasting relationships. She began her career in 1981 at Paine Webber and remained there after the merger with UBS Financial Services. Kathy joined The Lynch Inserra Kaufman Team four years ago and transitioned with them to J.P. Morgan Wealth Management in 2023 from First Republic Private Wealth Management. Kathy holds FINRA Series 7 and 63 securities licenses and Life, Accident & Health, and Variable Insurance licenses.
Family is everything to Kathy. Outside of work, she enjoys spending time with her children, three grandchildren, swimming and taking walks with her dogs.
Insights
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