About Kaitlin

Kaitlin Thomas is a Client Associate at J.P. Morgan Wealth Management.

As a member of The HDYG Team, she provides account maintenance and operational support for successful professionals, endowments and foundations. Kaitlin's responsibilities include onboarding procedures, maintaining account records and fund transfers. She works diligently to deliver an excellent customer experience.

Kaitlin graduated from Portland State University Honor's College with a B.S. in Biology. She began her career in 2024 at J.P. Morgan as a Client Associate where she developed a caring and compassionate style.

Kaitlin has passed the SIE exam and holds FINRA Series 7 and 66 securities licenses.

Native to Portland, Kaitlin loves spending time in the mountains and along the coast with her dogs, Rowdy and Mason.

Insights

Markets

Private credit: Promising or problematic?

July 18, 2025Though it carries some risk, private credit can deliver strong returns with good management. Here’s where we see potential.Read Now
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Don’t sell America – bet on it

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The 5 stages of managing a new inheritance

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