Caitlin ChanCaitlin ChanSenior Client Associate
About Caitlin
Caitlin Chan is a Senior Client Associate at J.P. Morgan Wealth Management.
As a member of The Meyers Group, she provides account maintenance and customer service for high-net-worth individuals and families. Caitlin's responsibilities include onboarding procedures, preparing financial documents, wire transfers and ad hoc requests. She works diligently to deliver an excellent customer experience.
Caitlin graduated from the University of California, Berkeley with a B.A. in Data Science. With two years of experience in financial services, she began her career in 2022 at Capital Group as a SLATE Associate. Caitlin joined J.P. Morgan in 2024. She holds FINRA Series 7 and 66 securities licenses.
Caitlin lives in Daly City with her Shiba Inu, Matcha. Outside work, she enjoys crocheting, supporting her local libraries, and attending concerts.
Insights
Markets
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April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read NowFamily Legacy
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April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowInvesting
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April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read NowMarkets
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowMarkets
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U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read NowMarkets
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