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

Differentiating large from small: Firm size and exposure to trade tensions

August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
Outlook

July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue

July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Family Legacy

Insight 1: Build and sustain a “great” extended family

July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
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