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. She started her career in the financial industry in 2022 at Capital Group before joining J.P. Morgan in 2024. She holds FINRA Series 7 and 66 securities licenses.
Caitlin lives in Emeryville with her Shiba Inu, Matcha. She spearheads the JPMorgan Social Impact Council to organize fun events in the office. Outside of work, she enjoys watching movies, supporting her local libraries, and baking sweet treats to share with friends and family.
Insights
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