About Claudine

Claudine Isaac is a Client Associate at J.P. Morgan Wealth Management.

As a member of The Spartan Group, she acts as a resource in managing relationships, optimizing business development and 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 investment strategy/execution support to investment advisors in the Spartan Group as well as advisors throughout JPMorgan Advisors Northeastern Region. Claudine is driven, polite, persistent and sincerely enjoys working with people. She is passionate about assisting people 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 Social and Cultural Analysis and Business. She began her career as a member of Teach for America. As a teacher in New York City's most underserved communities, she worked as a first grade special education teacher. After completing her time of service, Claudine joined Goldman Sachs Asset and Wealth Management Division as a Wealth Management Professional. She joined J.P. Morgan in 2023. She holds FINRA Series 7, 63 and 65 securities licenses.

Insights

Wealth Planning

Providing for your loved ones during your lifetime

December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Outlook

December 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts

December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read Now
Business

Incentive stock options and the AMT

December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
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