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.

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

Insights

Outlook

December 2024 jobs report: 256,000 jobs added, a strong finish to the year

January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Retirement

Making the transition to retirement

January 13, 2025You 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 Now
Investing

Selling stock under a 10b5-1 plan

January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
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