Caitlin WalkerCaitlin WalkerVice PresidentRelationship Manager
About Caitlin Walker
Caitlin Walker is a Vice President and Relationship Manager at J.P. Morgan Wealth Management.
Caitlin provides tailored advice and guidance to clients of The Newman Jones Wealth Management Group, helping them grow, preserve, and steward their wealth more effectively. She focuses on a limited number of relationships by design, allowing her to provide the sustained leadership and in-depth understanding that substantial wealth can require.
With more than a decade of private wealth experience, Caitlin appreciates the distinctive priorities of an accomplished clientele. Working in concert with a client's tax and legal advisors, she advances steady progress toward each client's objectives, maintaining clear communication and direction. A resolute problem solver, Caitlin is known for her persistence, eager to see client initiatives to a satisfying conclusion. She shares that she "loves to help people," a principle that infuses all of her client interactions. Caitlin is also gratified to support clients in attaining long-held goals, seeing them through varied life stages to fulfill their aspirations.
Prior to moving to J.P. Morgan Wealth Management with her team in 2023, Caitlin was an Associate Director with First Republic Private Wealth Management, which she joined in 2014. Earlier in her career, she served as the Associate Director of Alumni Relations and Assistant Director of Strategic Planning at the University of Portland.
Caitlin earned her M.B.A. and B.B.A. in Finance from the University of Portland. She holds FINRA Series 7 and 66 securities licenses.
Committed to giving back to her community, Caitlin has volunteered for many years with De La Salle North Catholic High School, where she serves on its Ambassador Board and is a past Fundraising Committee Chair. She and her husband, Stanley, love spending time with their daughter and son.
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
Don’t sell America – bet on it
July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read Now
The 5 stages of managing a new inheritance
July 17, 2025There are five key stages along the path to successfully managing an inheritance. Read on for tips on navigating each.Read Now
How to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now
June 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now
3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read Now
Think before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read Now
AI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
A half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read NowPrivate 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 NowDon’t sell America – bet on it
July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read NowThe 5 stages of managing a new inheritance
July 17, 2025There are five key stages along the path to successfully managing an inheritance. Read on for tips on navigating each.Read NowHow to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read NowJune 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read NowThink before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read NowAI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now