Claudine IsaacClaudine IsaacSenior Client Associate
About Claudine
Claudine Isaac is a Senior Client Associate at J.P. Morgan Wealth Management.
As a member of The Glackin Group, she acts as a resource in managing relationships, optimizing business development and offering client service support for ultra-high-net-worth clients. Claudine's responsibilities include orchestrating the day-to-day operational functions of the team's assets under management, responding to client inquiries, and supporting investment strategy/execution for the investment advisors in The Glackin Group. Claudine is detail-oriented, driven to problem solve, and sincerely enjoys working with people. She is passionate about assisting individuals and families with planning for the future they desire and leverages her past experiences to serve them.
Claudine graduated from New York University with a B.A. in Business and Social & Cultural Analysis. She began her career as a member of Teach for America, working in New York City's most underserved communities as a first-grade special education teacher. After completing her time of service, Claudine moved to Goldman Sachs Asset and Wealth Management Division as a Wealth Management Professional. She joined J.P. Morgan in 2023 and holds FINRA Series 7, 63 and 65 securities licenses.
During her free time, Claudine likes to read, explore the outdoors, and spend time with her family.
Insights
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January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read NowFed leaves rates unchanged to start 2026: Is a cut coming in March?
January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read NowThe new frontier: 3 themes driving alternatives in 2026
January 26, 2026Why we think alternatives are no longer optional.Read NowDebunking the “Sell America” trade: Why Europe’s move could fall short
January 23, 2026Despite policy uncertainty, the United States remains a high-conviction investment opportunity.Read Now3 cyber secure actions to add to your New Year’s resolutions
January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read NowMaking the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowNew 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read NowFamily governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read NowShould I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now