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.
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